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
$189M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$216K
3
+$205K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$179K
5
TSLA icon
Tesla
TSLA
+$174K

Top Sells

1
+$2.8M
2
+$654K
3
+$332K
4
AMD icon
Advanced Micro Devices
AMD
+$220K
5
CHTR icon
Charter Communications
CHTR
+$211K

Sector Composition

1 Consumer Discretionary 6.44%
2 Financials 5.83%
3 Technology 5.74%
4 Healthcare 1.94%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-264
152
– –
-3,577
153
– –
-36,157
154
– –
-330
3 4 5 6
7