PIA

Perennial Investment Advisors Portfolio holdings

AUM $1.03B
1-Year Est. Return 16.66%
This Quarter Est. Return
1 Year Est. Return
+16.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.64M
3
+$1.51M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.28M
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$1.24M

Top Sells

1
+$1.72M
2
+$1.41M
3
+$1.22M
4
TER icon
Teradyne
TER
+$852K
5
QRVO icon
Qorvo
QRVO
+$760K

Sector Composition

1 Technology 23.01%
2 Financials 10.82%
3 Consumer Discretionary 9.14%
4 Communication Services 4.92%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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