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
301
$292K 0.03%
6,619
-406
302
$286K 0.03%
14,168
+186
303
$284K 0.03%
+4,620
304
$282K 0.03%
530
-1
305
$281K 0.03%
990
+27
306
$281K 0.03%
5,535
307
$280K 0.03%
2,649
+200
308
$279K 0.03%
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309
$277K 0.03%
+4,570
310
$277K 0.03%
+11,096
311
$276K 0.03%
10,304
+1,494
312
$275K 0.03%
86
313
$275K 0.03%
2,099
+160
314
$275K 0.03%
4,339
-41
315
$275K 0.03%
+1,019
316
$273K 0.03%
13,943
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317
$273K 0.03%
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318
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2,396
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320
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9,457
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321
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2,045
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322
$269K 0.03%
2,171
+121
323
$268K 0.03%
971
+58
324
$268K 0.03%
2,545
-4
325
$267K 0.03%
3,347
+4
11 12
13
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