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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
$1.25B
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$7.22M
3
+$5.22M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.2M
5
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$3.43M

Top Sells

1
+$9.55M
2
+$3.39M
3
+$2.98M
4
IAU icon
iShares Gold Trust
IAU
+$2.45M
5
SLV icon
iShares Silver Trust
SLV
+$2.06M

Sector Composition

1 Technology 12.43%
2 Consumer Discretionary 4.86%
3 Financials 2.85%
4 Communication Services 2.65%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
351
Mercado Libre
MELI
$80.6B
$348K 0.03%
201
-4
FLTR icon
352
VanEck IG Floating Rate ETF
FLTR
$2.76B
$347K 0.03%
13,623
-488
KRE icon
353
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
$346K 0.03%
5,309
-120
VGK icon
354
Vanguard FTSE Europe ETF
VGK
$30.3B
$345K 0.03%
+4,181
EFG icon
355
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$342K 0.03%
+3,067
DE icon
356
Deere & Co
DE
$156B
$341K 0.03%
606
+49
SYK icon
357
Stryker
SYK
$120B
$341K 0.03%
1,038
-23
DUK icon
358
Duke Energy
DUK
$97.4B
$340K 0.03%
2,594
-41
APH icon
359
Amphenol
APH
$189B
$339K 0.03%
2,686
-75
VTIP icon
360
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$339K 0.03%
6,785
+453
GILD icon
361
Gilead Sciences
GILD
$156B
$335K 0.03%
2,404
-353
VWO icon
362
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$335K 0.03%
6,192
+762
ABT icon
363
Abbott
ABT
$154B
$334K 0.03%
3,255
+33
GSY icon
364
Invesco Ultra Short Duration ETF
GSY
$3.52B
$334K 0.03%
6,658
-892
F icon
365
Ford
F
$59.1B
$334K 0.03%
28,912
-71
EIS icon
366
iShares MSCI Israel ETF
EIS
$968M
$331K 0.03%
2,853
+100
SITM icon
367
SiTime
SITM
$19.3B
$331K 0.03%
958
+200
PH icon
368
Parker-Hannifin
PH
$114B
$331K 0.03%
369
-14
AFL icon
369
Aflac
AFL
$60B
$331K 0.03%
3,013
+292
COF icon
370
Capital One
COF
$115B
$330K 0.03%
1,807
+489
MCHP icon
371
Microchip Technology
MCHP
$51.6B
$328K 0.03%
5,071
+290
SHEL icon
372
Shell
SHEL
$237B
$326K 0.03%
3,508
+500
TRP icon
373
TC Energy
TRP
$72.3B
$325K 0.03%
5,196
+269
IRM icon
374
Iron Mountain
IRM
$37.9B
$324K 0.03%
3,168
+180
BMY icon
375
Bristol-Myers Squibb
BMY
$117B
$321K 0.03%
5,295
+269
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