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
$193M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.03M
3
+$363K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$330K
5
T icon
AT&T
T
+$323K

Top Sells

1
+$576K
2
+$420K
3
+$365K
4
XYZ
Block Inc
XYZ
+$262K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$251K

Sector Composition

1 Consumer Discretionary 6.36%
2 Technology 5.84%
3 Financials 5.74%
4 Healthcare 1.61%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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154
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155
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157
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-1,286
158
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159
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-8,571
160
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-3,097
3 4 5 6
7