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
$181M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$402K
3
+$338K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$295K
5
SNOW icon
Snowflake
SNOW
+$260K

Top Sells

1
+$1.23M
2
+$1.18M
3
+$938K
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$871K
5
T icon
AT&T
T
+$425K

Sector Composition

1 Consumer Discretionary 5.96%
2 Technology 5.91%
3 Financials 5.45%
4 Healthcare 1.99%
5 Energy 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,054
152
– –
-98
153
– –
-10,355
154
– –
-12,731
155
– –
-28,296
156
– –
-1,740
157
– –
-10,724
158
– –
-9,984
3 4 5 6
7