PIA
Perennial Investment Advisors Portfolio holdings
AUM
$1.03B
This Quarter Return
+7.51%
1 Year Return
+16.66%
3 Year Return
+71.16%
5 Year Return
+129.16%
10 Year Return
–
AUM
$561M
AUM Growth
+$561M
(+5%)
Cap. Flow
-$8.05M
Cap. Flow
% of AUM
-1.43%
Top 10 Holdings %
Top 10 Hldgs %
35.66%
Holding
350
New
17
Increased
144
Reduced
144
Closed
21
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$4.88M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.23M |
| 3 |
NVIDIA
NVDA
|
$1.17M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$803K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$793K |
Top Sells
Sector Composition
| 1 | Technology | 12.07% |
| 2 | Consumer Discretionary | 3.55% |
| 3 | Financials | 3.54% |
| 4 | Communication Services | 1.98% |
| 5 | Healthcare | 1.56% |
