PIA

Powell Investment Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 21.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$515K
3
+$502K
4
META icon
Meta Platforms (Facebook)
META
+$386K
5
ETHA
iShares Ethereum Trust ETF
ETHA
+$330K

Top Sells

1
+$2.29M
2
+$1.02M
3
+$877K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$372K
5
AMZN icon
Amazon
AMZN
+$328K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 7.07%
3 Financials 6.84%
4 Energy 1.49%
5 Utilities 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$535K 0.19%
10,017
+151
77
$535K 0.19%
+15,100
78
$534K 0.19%
7,080
79
$521K 0.18%
683
80
$504K 0.18%
17,861
+280
81
$489K 0.17%
1,608
+13
82
$475K 0.17%
2,359
83
$467K 0.16%
2,385
+1
84
$464K 0.16%
3,460
85
$447K 0.16%
3,297
+446
86
$438K 0.15%
3,650
-280
87
$428K 0.15%
2,306
+23
88
$425K 0.15%
4,245
89
$408K 0.14%
1,808
90
$408K 0.14%
779
-270
91
$402K 0.14%
5,563
92
$400K 0.14%
1,239
93
$398K 0.14%
33,298
+60
94
$393K 0.14%
6,202
95
$390K 0.14%
8,653
96
$386K 0.13%
1,197
-62
97
$380K 0.13%
+518
98
$378K 0.13%
59,383
+3,401
99
$369K 0.13%
2,005
100
$365K 0.13%
+4,452
2 3
4
5 6