PIA
Powell Investment Advisors Portfolio holdings
AUM
$267M
This Quarter Return
+7.15%
1 Year Return
+18.39%
3 Year Return
+56.31%
5 Year Return
+88.21%
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+13%)
Cap. Flow
+$9.34M
Cap. Flow
% of AUM
5.42%
Top 10 Holdings %
Top 10 Hldgs %
58.18%
Holding
147
New
15
Increased
50
Reduced
19
Closed
13
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$6.46M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.87M |
| 3 |
VanEck Preferred Securities ex Financials ETF
PFXF
|
$1.35M |
| 4 |
Exxon Mobil
XOM
|
$1.11M |
| 5 |
Amazon
AMZN
|
$1.08M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.53% |
| 2 | Financials | 4.32% |
| 3 | Technology | 2.8% |
| 4 | Healthcare | 2.27% |
| 5 | Energy | 2% |
