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
$193M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.03M
3
+$363K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$330K
5
T icon
AT&T
T
+$323K

Top Sells

1
+$576K
2
+$420K
3
+$365K
4
XYZ
Block Inc
XYZ
+$262K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$251K

Sector Composition

1 Consumer Discretionary 6.36%
2 Technology 5.84%
3 Financials 5.74%
4 Healthcare 1.61%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$122K 0.06%
+468
127
$119K 0.06%
100
128
$119K 0.06%
620
129
$113K 0.06%
+50,000
130
$91.5K 0.05%
1,745
131
$84.7K 0.04%
17,000
+2,330
132
$71.9K 0.04%
+5,375
133
$62.8K 0.03%
1,750
134
$57.1K 0.03%
+15,830
135
$57.1K 0.03%
1,377
+31
136
$56.7K 0.03%
226
137
$55.2K 0.03%
+568
138
$55.1K 0.03%
36,500
+6,500
139
$51.4K 0.03%
+400
140
$40.3K 0.02%
760
+22
141
$40.1K 0.02%
+1,355
142
$38.5K 0.02%
264
143
$27.5K 0.01%
1,303
144
$23.9K 0.01%
20
145
$16.3K 0.01%
1,579
146
$11K 0.01%
325
147
$7.52K ﹤0.01%
700
148
$7.19K ﹤0.01%
+92
149
$5.57K ﹤0.01%
+47
150
$5.49K ﹤0.01%
40
3 4 5
6
7