PIA

Powell Investment Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 21.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$515K
3
+$502K
4
META icon
Meta Platforms (Facebook)
META
+$386K
5
ETHA
iShares Ethereum Trust ETF
ETHA
+$330K

Top Sells

1
+$2.29M
2
+$1.02M
3
+$877K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$372K
5
AMZN icon
Amazon
AMZN
+$328K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 7.07%
3 Financials 6.84%
4 Energy 1.49%
5 Utilities 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$236K 0.08%
2,817
127
$222K 0.08%
4,337
128
$221K 0.08%
2,183
129
$213K 0.07%
+598
130
$210K 0.07%
+1,145
131
$209K 0.07%
+3,116
132
$209K 0.07%
24,446
+2,557
133
$208K 0.07%
14,340
134
$207K 0.07%
4,719
+92
135
$202K 0.07%
2,536
136
$199K 0.07%
298
-61
137
$191K 0.07%
5,402
-1,590
138
$183K 0.06%
+10,780
139
$182K 0.06%
973
140
$171K 0.06%
1,540
141
$162K 0.06%
12,803
+227
142
$155K 0.05%
12,558
+47
143
$154K 0.05%
11,516
+312
144
$153K 0.05%
1,820
145
$145K 0.05%
620
146
$123K 0.04%
100
147
$120K 0.04%
1,075
+12
148
$96.1K 0.03%
11,627
149
$95.5K 0.03%
1,750
150
$86.2K 0.03%
1,745
4 5
6
7 8