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PIA
Perennial Investment Advisors Portfolio holdings
AUM
$1.25B
1-Year Est. Return
22.29%
This Fund
S&P 500
1 Year Est. Return
+22.29%
AUM
$561M
AUM Growth
+$26.8M
(+5%)
Holding
350
Top Buys
| 1 | +$4.58M | |
| 2 | +$4.04M | |
| 3 | +$916K | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$804K |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$791K |
Top Sells
| 1 | +$7.4M | |
| 2 | +$3.77M | |
| 3 | +$2.57M | |
| 4 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$2.28M |
| 5 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$1.96M |
Sector Composition
| 1 | Technology | 12.07% |
| 2 | Consumer Discretionary | 3.55% |
| 3 | Financials | 3.54% |
| 4 | Communication Services | 1.98% |
| 5 | Healthcare | 1.56% |