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
326
$265K 0.03%
8,457
+936
327
$265K 0.03%
31,790
-13,126
328
$265K 0.03%
2,107
+25
329
$264K 0.03%
2,215
330
$263K 0.03%
7,158
+118
331
$261K 0.03%
2,929
+470
332
$261K 0.03%
6,468
+226
333
$259K 0.03%
1,590
+180
334
$255K 0.03%
5,275
+628
335
$254K 0.03%
5,007
+60
336
$253K 0.03%
+773
337
$252K 0.03%
11,340
+1,893
338
$250K 0.03%
3,216
-417
339
$249K 0.03%
6,541
+157
340
$248K 0.03%
+3,275
341
$247K 0.03%
5,341
+20
342
$247K 0.03%
613
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343
$246K 0.03%
2,665
344
$245K 0.03%
760
+10
345
$244K 0.03%
5,965
346
$244K 0.03%
15,979
+250
347
$244K 0.03%
+10,359
348
$243K 0.03%
+2,866
349
$241K 0.03%
8,000
350
$237K 0.03%
844
-4
12 13
14
15 16