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
$152M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$302K
3
+$300K
4
NFLX icon
Netflix
NFLX
+$210K
5
GIS icon
General Mills
GIS
+$197K

Top Sells

1
+$2.46M
2
+$1.79M
3
+$1.27M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$560K
5
VV icon
Vanguard Large-Cap ETF
VV
+$329K

Sector Composition

1 Financials 6.86%
2 Consumer Discretionary 4.9%
3 Technology 3.38%
4 Healthcare 2.55%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16K 0.01%
1,400
127
$5K ﹤0.01%
40
128
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-12,660
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0
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148
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-60,000
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