PA

Perennial Advisors Portfolio holdings

AUM $596M
1-Year Est. Return 20.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$31.9M
2 +$29.7M
3 +$19.7M
4
AMZN icon
Amazon
AMZN
+$17.5M
5
KKR icon
KKR & Co
KKR
+$16.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.78%
2 Financials 17.61%
3 Consumer Discretionary 9.68%
4 Industrials 8.69%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$25.5K 0.01%
+1,194