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
$204M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.13M
3
+$1.61M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$959K

Top Sells

1
+$6.79M
2
+$3.73M
3
+$1.44M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$915K
5
HD icon
Home Depot
HD
+$879K

Sector Composition

1 Financials 6.45%
2 Technology 5.89%
3 Consumer Discretionary 4.23%
4 Communication Services 1.33%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.18%
55,707
+259
77
$347K 0.17%
3,083
78
$346K 0.17%
+1,200
79
$344K 0.17%
2,228
80
$333K 0.16%
33,169
+429
81
$331K 0.16%
1,239
82
$331K 0.16%
+2,500
83
$330K 0.16%
1,427
84
$329K 0.16%
737
85
$321K 0.16%
523
86
$319K 0.16%
401
87
$292K 0.14%
2,078
+253
88
$292K 0.14%
6,585
89
$287K 0.14%
8,395
+132
90
$284K 0.14%
21,225
91
$282K 0.14%
1,845
92
$280K 0.14%
5,780
-175
93
$280K 0.14%
3,420
-1,600
94
$279K 0.14%
3,472
95
$271K 0.13%
3,345
+75
96
$265K 0.13%
3,006
97
$257K 0.13%
8,205
+45
98
$256K 0.13%
6,138
99
$253K 0.12%
1,190
100
$252K 0.12%
3,460
2 3
4
5 6