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
176
$33K 0.01%
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$28K 0.01%
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$28K 0.01%
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$28K 0.01%
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$27K 0.01%
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$26K 0.01%
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$24K 0.01%
410