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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
$657M
AUM Growth
+$55.7M
(+9.3%)
Holding
364
Top Buys
| 1 | +$7.6M | |
| 2 | +$7.13M | |
| 3 | +$5.16M | |
| 4 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$4.86M |
| 5 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$3.19M |
Top Sells
| 1 | +$5.98M | |
| 2 | +$5.35M | |
| 3 | +$3.97M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.8M |
| 5 |
WisdomTree US Efficient Core Fund
NTSX
|
+$2.87M |
Sector Composition
| 1 | Technology | 12.67% |
| 2 | Financials | 3.76% |
| 3 | Consumer Discretionary | 3.16% |
| 4 | Communication Services | 2.2% |
| 5 | Healthcare | 1.48% |