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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
326
$355K 0.03%
1,505
-123
327
$354K 0.03%
3,034
+8
328
$354K 0.03%
6,790
-294
329
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330
$349K 0.03%
920
+1
331
$345K 0.03%
3,239
+1,198
332
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13,275
-1,507
333
$343K 0.03%
359
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334
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2,648
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335
$342K 0.03%
6,628
-476
336
$338K 0.03%
+2,083
337
$337K 0.03%
1,088
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338
$336K 0.03%
22,423
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339
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6,256
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340
$331K 0.03%
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342
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343
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344
$326K 0.03%
871
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345
$323K 0.03%
5,392
-119
346
$323K 0.03%
6,915
-41
347
$322K 0.03%
3,339
+219
348
$317K 0.03%
3,325
-371
349
$317K 0.03%
2,665
350
$316K 0.03%
+22,890
12 13
14
15 16