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PIA

Perennial Investment Advisors Portfolio holdings

AUM $1.25B
1-Year Est. Return 22.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$22.4M
3
+$18.8M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$3.75M
5
OEF icon
iShares S&P 100 ETF
OEF
+$3.63M

Top Sells

1
+$10.1M
2
+$5.82M
3
+$5.33M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.78M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.43M

Sector Composition

1 Technology 14.07%
2 Consumer Discretionary 6.66%
3 Financials 3.2%
4 Communication Services 2.69%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$606K 0.05%
22,812
+1,957
252
$600K 0.05%
15,293
-1,114
253
$599K 0.05%
3,554
-229
254
$599K 0.05%
16,011
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255
$592K 0.05%
1,679
-138
256
$581K 0.05%
9,524
-1,066
257
$580K 0.05%
+2,611
258
$561K 0.05%
6,234
-161
259
$561K 0.05%
3,615
-625
260
$556K 0.05%
2,212
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261
$550K 0.05%
18,279
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262
$538K 0.04%
2,925
-205
263
$534K 0.04%
7,969
-346
264
$533K 0.04%
15,885
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265
$528K 0.04%
12,972
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266
$522K 0.04%
4,676
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267
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268
$505K 0.04%
4,556
-1,319
269
$501K 0.04%
3,859
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270
$499K 0.04%
10,024
+2,516
271
$499K 0.04%
5,543
+412
272
$495K 0.04%
1,263
-60
273
$491K 0.04%
4,837
-750
274
$475K 0.04%
13,061
+6,800
275
$465K 0.04%
199
-4
9 10
11
12 13