PIA
Powell Investment Advisors Portfolio holdings
AUM
$267M
This Quarter Return
-20.77%
1 Year Return
+18.39%
3 Year Return
+56.31%
5 Year Return
+88.21%
10 Year Return
–
AUM
$82.6M
AUM Growth
+$82.6M
(-14%)
Cap. Flow
+$6.09M
Cap. Flow
% of AUM
7.37%
Top 10 Holdings %
Top 10 Hldgs %
55.62%
Holding
134
New
14
Increased
39
Reduced
23
Closed
19
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$3.66M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$1.19M |
| 3 |
iShares Select Dividend ETF
DVY
|
$1.18M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1.04M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$817K |
Top Sells
Sector Composition
| 1 | Communication Services | 4.26% |
| 2 | Financials | 4.11% |
| 3 | Consumer Discretionary | 3.77% |
| 4 | Technology | 2.96% |
| 5 | Utilities | 2.04% |
