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
51
$210K 0.23%
400
-100
52
$205K 0.23%
+400
53
$96.9K 0.11%
4,004
+971
54
– –
-4,000
55
– –
-600
56
– –
-1,200
57
– –
-6,800
58
– –
-2,800
59
– –
-700
1 2
3