PIA
Powell Investment Advisors Portfolio holdings
AUM
$267M
This Quarter Return
+4.85%
1 Year Return
+18.39%
3 Year Return
+56.31%
5 Year Return
+88.21%
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
(+4.3%)
Cap. Flow
+$277K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
58.68%
Holding
147
New
13
Increased
48
Reduced
23
Closed
8
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$515K |
| 2 |
JPMorgan Chase
JPM
|
$477K |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$471K |
| 4 |
Amazon
AMZN
|
$390K |
| 5 |
Philip Morris
PM
|
$353K |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$2.03M |
| 2 |
CarMax
KMX
|
$496K |
| 3 |
Global X US Infrastructure Development ETF
PAVE
|
$376K |
| 4 |
Vanguard Large-Cap ETF
VV
|
$316K |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$282K |
Sector Composition
| 1 | Consumer Discretionary | 4.81% |
| 2 | Financials | 4.48% |
| 3 | Technology | 3.2% |
| 4 | Healthcare | 1.96% |
| 5 | Communication Services | 1.91% |
