PA

Perennial Advisors Portfolio holdings

AUM $577M
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Sells

1 +$178K
2 +$146K
3 +$105K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$104K
5
TRTN
Triton International Limited
TRTN
+$89.5K

Sector Composition

1 Technology 19.19%
2 Financials 15.83%
3 Industrials 10.31%
4 Communication Services 10.02%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$7K ﹤0.01%
27
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$7K ﹤0.01%
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25
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-825
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$6K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
500
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90
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+6
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$5K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
65
+15
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$4K ﹤0.01%
164
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$4K ﹤0.01%
55
273
$4K ﹤0.01%
150
274
$4K ﹤0.01%
63
275
$3K ﹤0.01%
13