PIA
Powell Investment Advisors Portfolio holdings
AUM
$267M
1-Year Return
18.39%
This Quarter Return
+2.71%
1 Year Return
+18.39%
3 Year Return
+56.31%
5 Year Return
+88.21%
10 Year Return
–
AUM
$216M
AUM Growth
+$1.76M
(+0.82%)
Cap. Flow
-$1.44M
Cap. Flow
% of AUM
-0.67%
Top 10 Holdings %
Top 10 Hldgs %
61.24%
Holding
169
New
17
Increased
46
Reduced
15
Closed
12
Top Buys
| 1 |
ProShares UltraShort S&P500
SDS
|
$915K |
| 2 |
Blackrock
BLK
|
$726K |
| 3 |
NNE
Nano Nuclear Energy
NNE
|
$602K |
| 4 |
ProShares UltraShort Russell2000
TWM
|
$502K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$461K |
Top Sells
| 1 |
Fidelity Total Bond ETF
FBND
|
$3.28M |
| 2 |
United States Oil Fund
USO
|
$2.98M |
| 3 |
Pfizer
PFE
|
$643K |
| 4 |
Charles Schwab
SCHW
|
$421K |
| 5 |
Coca-Cola
KO
|
$242K |
Sector Composition
| 1 | Consumer Discretionary | 7% |
| 2 | Technology | 6.22% |
| 3 | Financials | 6.08% |
| 4 | Communication Services | 1.27% |
| 5 | Energy | 1.17% |
