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
$216M
AUM Growth
+$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$915K
2
+$726K
3
+$602K
4
TWM icon
ProShares UltraShort Russell2000
TWM
+$502K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$461K

Top Sells

1
+$3.28M
2
+$2.98M
3
+$643K
4
SCHW icon
Charles Schwab
SCHW
+$421K
5
KO icon
Coca-Cola
KO
+$242K

Sector Composition

1 Consumer Discretionary 7%
2 Technology 6.22%
3 Financials 6.08%
4 Communication Services 1.27%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.4K 0.01%
72
152
$13.8K 0.01%
175
+3
153
$11K 0.01%
325
154
$5.29K ﹤0.01%
40
155
$5.02K ﹤0.01%
701
+1
156
– –
-4,896
157
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0
158
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-19,970
159
– –
-1,303
160
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-36,500
161
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-69,961
162
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-3,345
163
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0
164
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-2,703
165
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-5,835
166
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-1,050
167
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-22,219
168
– –
-6,490
169
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-42,560
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7