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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
301
$393K 0.03%
9,441
+111
302
$391K 0.03%
3,052
-15
303
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309
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311
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3,000
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29,981
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5,289
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6,684
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1,184
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325
$356K 0.03%
1,610
-2
11 12
13
14 15