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
$95.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.53M
3
+$5.42M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.41M
5
VWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$168K 0.18%
+116
102
$143K 0.15%
+20,100
103
$142K 0.15%
+25,978
104
$142K 0.15%
+2,297
105
$135K 0.14%
+1,609
106
$127K 0.13%
+16,322
107
$126K 0.13%
+1,577
108
$126K 0.13%
+2,808
109
$101K 0.11%
+1,869
110
$56K 0.06%
+495
111
$43K 0.04%
+11,877
112
$34K 0.04%
+588
113
$28K 0.03%
+370
114
$27K 0.03%
+264
115
$21K 0.02%
+165
116
$13K 0.01%
+38
117
$12K 0.01%
+200
1 2 3 4
5