PIA

Powell Investment Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$1.46M
2 +$535K
3 +$386K
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$350K
5
TXN icon
Texas Instruments
TXN
+$210K

Sector Composition

1 Technology 7.33%
2 Consumer Discretionary 6.98%
3 Financials 6.64%
4 Communication Services 1.52%
5 Utilities 1.26%