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
1
$12.4M 13.73%
114,405
-2,350
2
$9.05M 10.02%
97,070
+4,000
3
$8.44M 9.34%
14,640
+900
4
$8.03M 8.88%
30,970
-125
5
$6.79M 7.52%
30,581
-570
6
$6.68M 7.39%
35,100
+650
7
$4.07M 4.51%
7,400
+800
8
$3.09M 3.42%
8,750
+1,200
9
$2.74M 3.03%
7,291
+170
10
$2.27M 2.51%
2,850
+141
11
$1.97M 2.18%
3,600
-100
12
$1.95M 2.15%
11,620
+1,200
13
$1.36M 1.51%
8,810
-500
14
$1.35M 1.5%
8,660
-100
15
$1.26M 1.4%
2,400
+600
16
$1.24M 1.37%
2,501
+200
17
$1.17M 1.29%
1,412
+100
18
$1.16M 1.29%
5,560
+2,600
19
$926K 1.03%
201
20
$925K 1.02%
10,955
+8,100
21
$847K 0.94%
3,195
+2,500
22
$807K 0.89%
13,000
+5,600
23
$785K 0.87%
10,800
-7,800
24
$755K 0.84%
7,910
-2,000
25
$631K 0.7%
1,007
1
2 3