PIA

Powell Investment Advisors Portfolio holdings

AUM $286M
1-Year Est. Return 20.84%
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$837K
3
+$554K
4
SVFA
SVF Investment Corp. Class A Ordinary Shares
SVFA
+$507K
5
META icon
Meta Platforms (Facebook)
META
+$394K

Top Sells

1
+$791K
2
+$513K
3
+$206K
4
POWW icon
Outdoor Holding Co
POWW
+$203K
5
APO icon
Apollo Global Management
APO
+$166K

Sector Composition

1 Financials 6.74%
2 Technology 3.31%
3 Consumer Discretionary 3.25%
4 Communication Services 2.52%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$303K 0.17%
+1,369
77
$300K 0.17%
2,183
78
$289K 0.16%
6,849
+107
79
$288K 0.16%
5,080
+25
80
$285K 0.16%
3,273
-60
81
$279K 0.16%
2,109
+1
82
$279K 0.16%
4,557
-2,200
83
$277K 0.16%
1,662
-914
84
$276K 0.16%
10,573
+8
85
$272K 0.15%
6,111
86
$272K 0.15%
2,826
87
$268K 0.15%
2,600
88
$259K 0.15%
2,637
+18
89
$254K 0.14%
4,879
90
$247K 0.14%
1,846
-84
91
$245K 0.14%
12,731
92
$234K 0.13%
+160
93
$234K 0.13%
+848
94
$232K 0.13%
4,855
95
$232K 0.13%
4,820
-240
96
$222K 0.13%
73,300
+36,250
97
$217K 0.12%
+3,673
98
$217K 0.12%
3,472
99
$213K 0.12%
599
-114
100
$212K 0.12%
11,420
-6,811
2 3
4
5 6