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
$176M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$837K
3
+$554K
4
SVFA
SVF Investment Corp. Class A Ordinary Shares
SVFA
+$507K
5
META icon
Meta Platforms (Facebook)
META
+$394K

Top Sells

1
+$791K
2
+$513K
3
+$206K
4
POWW icon
Outdoor Holding Co
POWW
+$203K
5
APO icon
Apollo Global Management
APO
+$166K

Sector Composition

1 Financials 6.74%
2 Technology 3.31%
3 Consumer Discretionary 3.25%
4 Communication Services 2.52%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$34K 0.02%
675
+14
127
$34K 0.02%
1,238
+31
128
$25K 0.01%
+400
129
$19K 0.01%
+400
130
$17K 0.01%
198
131
$6K ﹤0.01%
40
132
– –
-2,700
133
– –
-1,335
134
– –
-4,640
135
– –
-223
136
– –
-12,600
137
– –
-33,000
138
– –
-34,000
139
– –
-3,800
140
– –
-34,000
141
– –
-1,000
2 3 4 5
6