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
$848M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.74M
3
+$8.63M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.8M
5
IYW icon
iShares US Technology ETF
IYW
+$5.44M

Top Sells

1
+$8.04M
2
+$4.45M
3
+$4.28M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$4.06M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M

Sector Composition

1 Technology 13.51%
2 Financials 3.9%
3 Consumer Discretionary 3.6%
4 Communication Services 2.19%
5 Consumer Staples 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$335K 0.04%
6,787
-44
277
$334K 0.04%
5,053
278
$332K 0.04%
13,064
-2,026
279
$331K 0.04%
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280
$327K 0.04%
5,705
-276
281
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7,814
-1,539
282
$325K 0.04%
1,734
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283
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284
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65
285
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36,924
-15
286
$322K 0.04%
7,963
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287
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2,256
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288
$314K 0.04%
3,009
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289
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5,642
-1,217
290
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291
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292
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293
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30,813
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294
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1,505
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295
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6,688
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296
$301K 0.04%
5,328
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297
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5,231
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298
$297K 0.04%
1,169
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299
$294K 0.03%
173
+30
300
$293K 0.03%
4,911
-20
10 11
12
13 14