PIA
Powell Investment Advisors Portfolio holdings
AUM
$267M
This Quarter Return
+6.27%
1 Year Return
+18.39%
3 Year Return
+56.31%
5 Year Return
+88.21%
10 Year Return
–
AUM
$95.9M
AUM Growth
–
Cap. Flow
+$95.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.09%
Holding
117
New
117
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$8.67M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$8.53M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$5.43M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$5.41M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.08M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 5.75% |
| 2 | Consumer Discretionary | 4.72% |
| 3 | Communication Services | 3.92% |
| 4 | Technology | 2.99% |
| 5 | Energy | 2.16% |
