PIA
Perennial Investment Advisors Portfolio holdings
AUM
$1.03B
This Quarter Return
-3.25%
1 Year Return
+16.66%
3 Year Return
+71.16%
5 Year Return
+129.16%
10 Year Return
–
AUM
$549M
AUM Growth
+$549M
(-2.2%)
Cap. Flow
+$8.05M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
34.03%
Holding
341
New
12
Increased
145
Reduced
139
Closed
14
Top Buys
| 1 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
$4.92M |
| 2 |
WisdomTree US Efficient Core Fund
NTSX
|
$4.04M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.47M |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$1.45M |
| 5 |
Invesco S&P 500 GARP ETF
SPGP
|
$1.43M |
Top Sells
Sector Composition
| 1 | Technology | 11.52% |
| 2 | Financials | 3.65% |
| 3 | Consumer Discretionary | 3.49% |
| 4 | Communication Services | 2.06% |
| 5 | Healthcare | 1.56% |
