PIA

Powell Investment Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 21.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$515K
3
+$502K
4
META icon
Meta Platforms (Facebook)
META
+$386K
5
ETHA
iShares Ethereum Trust ETF
ETHA
+$330K

Top Sells

1
+$2.29M
2
+$1.02M
3
+$877K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$372K
5
AMZN icon
Amazon
AMZN
+$328K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 7.07%
3 Financials 6.84%
4 Energy 1.49%
5 Utilities 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$80.8K 0.03%
11,060
152
$80.5K 0.03%
1,958
153
$70.2K 0.02%
227
154
$59.8K 0.02%
1,432
155
$58.9K 0.02%
533
156
$58.7K 0.02%
180
+63
157
$56.6K 0.02%
11,607
-8,423
158
$56.6K 0.02%
400
159
$54.1K 0.02%
1,912
+812
160
$53.6K 0.02%
790
161
$48.3K 0.02%
501
162
$43.2K 0.02%
659
+408
163
$25.6K 0.01%
20
164
$21.2K 0.01%
788
165
$5.78K ﹤0.01%
40
166
$73 ﹤0.01%
1
167
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168
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169
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170
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172
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173
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174
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4 5 6
7
8