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
$193M
AUM Growth
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$485K
2 +$393K
3 +$217K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.2K
5
AAPL icon
Apple
AAPL
+$9.86K

Sector Composition

1 Financials 22.69%
2 Technology 15%
3 Industrials 12.12%
4 Healthcare 10.51%
5 Communication Services 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,272