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PIA
Powell Investment Advisors Portfolio holdings
AUM
$290M
1-Year Est. Return
21.61%
This Fund
S&P 500
This Quarter
Est. Return
-1.91%
1 Year Est. Return
+21.61%
3 Year Est. Return
+60.29%
5 Year Est. Return
+54.31%
10 Year Est. Return
–
AUM
$290M
AUM Growth
-$371K
(-0.13%)
Cap. Flow
+$8.26M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
58.44%
Holding
177
New
8
Increased
52
Reduced
23
Closed
3
Top Buys
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.09M |
| 2 |
Microsoft
MSFT
|
+$827K |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$795K |
| 4 |
Chevron
CVX
|
+$680K |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$604K |
Top Sells
| 1 |
Franklin Bitcoin ETF
EZBC
|
+$562K |
| 2 |
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
|
+$542K |
| 3 |
Brookfield
BN
|
+$293K |
| 4 |
Corning
GLW
|
+$241K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$236K |
Sector Composition
| 1 | Technology | 7.03% |
| 2 | Consumer Discretionary | 6.47% |
| 3 | Financials | 6.07% |
| 4 | Energy | 1.49% |
| 5 | Communication Services | 1.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
Franklin Bitcoin ETF
EZBC
$381M
| – | – |
-11,106
| Closed | -$562K |
|
|
ETH
177
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.71B
| – | – |
-19,333
| Closed | -$542K |
|
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