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
$214M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.04M
3
+$1.06M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$935K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$725K

Top Sells

1
+$553K
2
+$369K
3
+$362K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$288K
5
TEAM icon
Atlassian
TEAM
+$210K

Sector Composition

1 Consumer Discretionary 6.29%
2 Financials 5.47%
3 Technology 5.47%
4 Healthcare 1.54%
5 Communication Services 1.28%
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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0
156
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-47
158
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159
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-10,000
160
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161
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162
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163
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3 4 5 6
7