PIA

Prakash Investment Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 58.97%
This Quarter Est. Return
1 Year Est. Return
+58.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.3M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$684K
2
+$662K
3
+$544K
4
META icon
Meta Platforms (Facebook)
META
+$519K
5
SPOT icon
Spotify
SPOT
+$440K

Top Sells

1
+$567K
2
+$443K
3
+$326K
4
AMBA icon
Ambarella
AMBA
+$291K
5
MRNA icon
Moderna
MRNA
+$283K

Sector Composition

1 Technology 40.56%
2 Communication Services 27.81%
3 Consumer Discretionary 21.85%
4 Healthcare 3.79%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$533K 0.59%
1,750
+30
27
$485K 0.54%
6,720
+3,100
28
$480K 0.53%
10,425
-1,050
29
$476K 0.53%
1,300
30
$470K 0.52%
2,510
31
$470K 0.52%
2,830
+50
32
$447K 0.5%
13,060
-600
33
$443K 0.49%
6,010
-6,000
34
$407K 0.45%
5,000
-4,000
35
$398K 0.44%
3,725
-300
36
$377K 0.42%
+3,210
37
$373K 0.41%
7,900
-2,700
38
$367K 0.41%
1,000
-100
39
$355K 0.39%
3,460
-900
40
$353K 0.39%
4,000
41
$307K 0.34%
800
+200
42
$305K 0.34%
2,100
-300
43
$296K 0.33%
5,895
-1,300
44
$283K 0.31%
1,000
45
$276K 0.31%
800
46
$273K 0.3%
1,600
-524
47
$265K 0.29%
1,810
-1,300
48
$248K 0.28%
2,875
+100
49
$234K 0.26%
1,000
-300
50
$217K 0.24%
17,406
+706
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