We are live on ! Find out more
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
276
$463K 0.04%
1,970
+244
277
$460K 0.04%
6,970
+156
278
$456K 0.04%
20,340
-3,224
279
$452K 0.04%
3,471
-93
280
$445K 0.04%
3,321
+10
281
$442K 0.04%
886
+4
282
$433K 0.04%
16,980
-5,651
283
$430K 0.04%
10,298
+843
284
$425K 0.04%
1,447
-13
285
$424K 0.04%
4,259
+1
286
$421K 0.03%
2,125
-102
287
$419K 0.03%
5,210
+5
288
$415K 0.03%
20,313
-819
289
$414K 0.03%
16,890
290
$411K 0.03%
8,577
-300
291
$409K 0.03%
1,729
+58
292
$405K 0.03%
3,540
+232
293
$405K 0.03%
5,905
+1,860
294
$405K 0.03%
1,094
-5
295
$403K 0.03%
1,303
-7
296
$396K 0.03%
5,883
+61
297
$395K 0.03%
566
+14
298
$395K 0.03%
20,750
299
$395K 0.03%
6,234
-75
300
$394K 0.03%
15,424
-1,044
10 11
12
13 14