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
$165M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$4.63M
2 +$2.02M
3 +$1.72M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.52M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.23M

Top Sells

1 +$696K
2 +$685K
3 +$480K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$418K
5
CQP icon
Cheniere Energy
CQP
+$392K

Sector Composition

1 Financials 6.42%
2 Consumer Discretionary 4.19%
3 Technology 3.28%
4 Communication Services 2.75%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-6,949
152
-4,855