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
$189M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$216K
3
+$205K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$179K
5
TSLA icon
Tesla
TSLA
+$174K

Top Sells

1
+$2.8M
2
+$654K
3
+$332K
4
AMD icon
Advanced Micro Devices
AMD
+$220K
5
CHTR icon
Charter Communications
CHTR
+$211K

Sector Composition

1 Consumer Discretionary 6.44%
2 Financials 5.83%
3 Technology 5.74%
4 Healthcare 1.94%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$121K 0.06%
100
127
$119K 0.06%
+10,000
128
$115K 0.06%
18,320
+3,693
129
$97.7K 0.05%
+1,303
130
$95.2K 0.05%
1,745
131
$72.1K 0.04%
70,000
+24,000
132
$65.7K 0.03%
1,750
133
$61.5K 0.03%
30,000
-5,020
134
$58.4K 0.03%
+5,835
135
$57.8K 0.03%
1,346
136
$54.6K 0.03%
+14,670
137
$54.3K 0.03%
226
138
$40.2K 0.02%
738
139
$39K 0.02%
264
140
$36.3K 0.02%
69
141
$24.8K 0.01%
1,579
142
$24.4K 0.01%
700
-1,500
143
$24.2K 0.01%
+20
144
$10.3K 0.01%
325
145
$5.49K ﹤0.01%
40
146
– –
-1,493
147
– –
-544
148
– –
-1,125
149
– –
-21,000
150
– –
-715
3 4 5
6
7