PIA

Powell Investment Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.84M
3
+$1.38M
4
AMZN icon
Amazon
AMZN
+$1.27M
5
XOM icon
Exxon Mobil
XOM
+$1.07M

Top Sells

1
+$4.26M
2
+$1.53M
3
+$698K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$664K
5
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$558K

Sector Composition

1 Consumer Discretionary 4.53%
2 Financials 4.32%
3 Technology 2.8%
4 Healthcare 2.27%
5 Energy 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.31K 0.01%
+325
127
$5.25K ﹤0.01%
40
128
$4.01K ﹤0.01%
+202
129
$1.95K ﹤0.01%
+33
130
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131
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0
132
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134
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-30,000
135
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0
138
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139
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140
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142
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6