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
$193M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.03M
3
+$363K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$330K
5
T icon
AT&T
T
+$323K

Top Sells

1
+$576K
2
+$420K
3
+$365K
4
XYZ
Block Inc
XYZ
+$262K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$251K

Sector Composition

1 Consumer Discretionary 6.36%
2 Technology 5.84%
3 Financials 5.74%
4 Healthcare 1.61%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$359K 0.19%
8,653
77
$347K 0.18%
4,775
78
$344K 0.18%
737
79
$332K 0.17%
505
+60
80
$330K 0.17%
2,257
81
$330K 0.17%
2,791
82
$323K 0.17%
+16,926
83
$312K 0.16%
397
+12
84
$304K 0.16%
1,427
85
$303K 0.16%
3,270
86
$294K 0.15%
46,320
+28,000
87
$277K 0.14%
1,239
88
$275K 0.14%
1,824
+200
89
$266K 0.14%
2,048
90
$264K 0.14%
2,228
-102
91
$264K 0.14%
6,202
92
$256K 0.13%
+3,200
93
$255K 0.13%
3,083
94
$253K 0.13%
6,359
+33
95
$252K 0.13%
3,730
+280
96
$247K 0.13%
8,064
+44
97
$245K 0.13%
1,750
98
$244K 0.13%
3,472
99
$244K 0.13%
19,435
+31
100
$244K 0.13%
1,845
2 3
4
5 6