PIA
Powell Investment Advisors Portfolio holdings
AUM
$267M
1-Year Return
18.39%
This Quarter Return
+11.16%
1 Year Return
+18.39%
3 Year Return
+56.31%
5 Year Return
+88.21%
10 Year Return
–
AUM
$181M
AUM Growth
+$14.4M
(+8.7%)
Cap. Flow
-$2.11M
Cap. Flow
% of AUM
-1.17%
Top 10 Holdings %
Top 10 Hldgs %
58.85%
Holding
158
New
19
Increased
44
Reduced
23
Closed
12
Top Buys
| 1 |
United States Oil Fund
USO
|
$964K |
| 2 |
UiPath
PATH
|
$402K |
| 3 |
Goldman Sachs
GS
|
$338K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$295K |
| 5 |
Snowflake
SNOW
|
$260K |
Top Sells
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$1.23M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.18M |
| 3 |
Liberty Broadband Class C
LBRDK
|
$938K |
| 4 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$871K |
| 5 |
AT&T
T
|
$425K |
Sector Composition
| 1 | Consumer Discretionary | 5.96% |
| 2 | Technology | 5.91% |
| 3 | Financials | 5.45% |
| 4 | Healthcare | 1.99% |
| 5 | Energy | 1.13% |
