PIA
Powell Investment Advisors Portfolio holdings
AUM
$267M
This Quarter Return
-4.57%
1 Year Return
+18.39%
3 Year Return
+56.31%
5 Year Return
+88.21%
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(-2.3%)
Cap. Flow
+$4.91M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
63.7%
Holding
144
New
11
Increased
66
Reduced
10
Closed
16
Top Buys
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$1.48M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$1.3M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$1.29M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$1.08M |
| 5 |
Amazon
AMZN
|
$978K |
Top Sells
Sector Composition
| 1 | Financials | 6.7% |
| 2 | Consumer Discretionary | 4.04% |
| 3 | Technology | 3.63% |
| 4 | Communication Services | 3.13% |
| 5 | Healthcare | 1.42% |
