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
$189M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$216K
3
+$205K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$179K
5
TSLA icon
Tesla
TSLA
+$174K

Top Sells

1
+$2.8M
2
+$654K
3
+$332K
4
AMD icon
Advanced Micro Devices
AMD
+$220K
5
CHTR icon
Charter Communications
CHTR
+$211K

Sector Composition

1 Consumer Discretionary 6.44%
2 Financials 5.83%
3 Technology 5.74%
4 Healthcare 1.94%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$333K 0.18%
3,587
77
$324K 0.17%
6,039
78
$314K 0.17%
2,791
79
$313K 0.17%
3,220
80
$310K 0.16%
3,270
81
$304K 0.16%
1,427
82
$299K 0.16%
3,083
83
$294K 0.16%
385
84
$289K 0.15%
445
85
$286K 0.15%
1,880
86
$286K 0.15%
2,330
+1
87
$281K 0.15%
3,635
-1,200
88
$265K 0.14%
8,020
+38
89
$264K 0.14%
4,277
-30
90
$262K 0.14%
3,097
91
$257K 0.14%
3,472
92
$253K 0.13%
2,048
93
$250K 0.13%
5,955
94
$246K 0.13%
1,750
95
$243K 0.13%
1,845
96
$242K 0.13%
6,202
97
$240K 0.13%
6,326
98
$239K 0.13%
600
99
$238K 0.13%
6,585
100
$238K 0.13%
10,490
-5,700
2 3
4
5 6