PIA

Powell Investment Advisors Portfolio holdings

AUM $267M
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$282K
2 +$260K
3 +$243K
4
KO icon
Coca-Cola
KO
+$201K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$167K

Sector Composition

1 Financials 5.6%
2 Consumer Discretionary 2.95%
3 Communication Services 2.8%
4 Technology 2.5%
5 Utilities 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-315
127
-38
128
-3,669