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
$189M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$216K
3
+$205K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$179K
5
TSLA icon
Tesla
TSLA
+$174K

Top Sells

1
+$2.8M
2
+$654K
3
+$332K
4
AMD icon
Advanced Micro Devices
AMD
+$220K
5
CHTR icon
Charter Communications
CHTR
+$211K

Sector Composition

1 Consumer Discretionary 6.44%
2 Financials 5.83%
3 Technology 5.74%
4 Healthcare 1.94%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.13%
19,404
-467
102
$237K 0.13%
1,239
103
$234K 0.12%
7,349
+2,097
104
$232K 0.12%
1,190
105
$229K 0.12%
7,841
+146
106
$225K 0.12%
2,183
107
$225K 0.12%
1,622
108
$224K 0.12%
2,052
+14
109
$219K 0.12%
1,624
+1
110
$216K 0.11%
+2,261
111
$211K 0.11%
1,308
112
$210K 0.11%
2,637
113
$210K 0.11%
3,450
-900
114
$207K 0.11%
4,691
-63
115
$205K 0.11%
+4,896
116
$203K 0.11%
1,890
117
$199K 0.1%
10,100
-4
118
$186K 0.1%
387
+141
119
$184K 0.1%
3,169
120
$170K 0.09%
2,182
-1,148
121
$162K 0.09%
+1,286
122
$143K 0.08%
11,603
+132
123
$141K 0.07%
11,060
124
$141K 0.07%
12,175
+2,175
125
$122K 0.06%
620
3 4
5
6 7