PIA
Powell Investment Advisors Portfolio holdings
AUM
$267M
This Quarter Return
+6.22%
1 Year Return
+18.39%
3 Year Return
+56.31%
5 Year Return
+88.21%
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(+13%)
Cap. Flow
+$8.2M
Cap. Flow
% of AUM
7.04%
Top 10 Holdings %
Top 10 Hldgs %
62.64%
Holding
125
New
13
Increased
39
Reduced
16
Closed
9
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$1.88M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$1.29M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$1.24M |
| 4 |
Goldman Sachs
GS
|
$1.04M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$980K |
Top Sells
| 1 |
Unilever
UL
|
$514K |
| 2 |
MetLife
MET
|
$308K |
| 3 |
Williams Companies
WMB
|
$291K |
| 4 |
ConocoPhillips
COP
|
$249K |
| 5 |
AT&T
T
|
$209K |
Sector Composition
| 1 | Financials | 4.63% |
| 2 | Communication Services | 3.49% |
| 3 | Consumer Discretionary | 3.44% |
| 4 | Technology | 2.83% |
| 5 | Healthcare | 1.62% |
