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
$181M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$402K
3
+$338K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$295K
5
SNOW icon
Snowflake
SNOW
+$260K

Top Sells

1
+$1.23M
2
+$1.18M
3
+$938K
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$871K
5
T icon
AT&T
T
+$425K

Sector Composition

1 Consumer Discretionary 5.96%
2 Technology 5.91%
3 Financials 5.45%
4 Healthcare 1.99%
5 Energy 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.13%
19,871
+33
102
$234K 0.13%
+1,845
103
$230K 0.13%
3,472
104
$227K 0.13%
2,183
105
$227K 0.13%
600
-150
106
$226K 0.12%
2,038
-565
107
$222K 0.12%
1,239
108
$220K 0.12%
+1,493
109
$216K 0.12%
6,202
110
$213K 0.12%
6,326
111
$212K 0.12%
4,350
-4,570
112
$211K 0.12%
544
113
$208K 0.12%
+2,637
114
$203K 0.11%
1,890
-900
115
$203K 0.11%
7,695
+143
116
$201K 0.11%
+1,622
117
$200K 0.11%
+3,577
118
$199K 0.11%
1,623
+2
119
$192K 0.11%
10,104
+4
120
$166K 0.09%
+10,000
121
$156K 0.09%
3,169
122
$150K 0.08%
5,252
+1,800
123
$140K 0.08%
11,060
124
$136K 0.08%
11,471
+128
125
$120K 0.07%
100
3 4
5
6 7