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
351
$236K 0.03%
3,294
+39
352
$234K 0.03%
+8,000
353
$231K 0.03%
+6,448
354
$230K 0.03%
2,922
+82
355
$229K 0.03%
3,945
-300
356
$228K 0.03%
3,589
+89
357
$227K 0.03%
2,676
-336
358
$227K 0.03%
3,484
359
$227K 0.03%
2,103
+265
360
$226K 0.03%
3,054
-178
361
$225K 0.03%
+2,490
362
$225K 0.03%
2,668
+260
363
$224K 0.03%
5,190
+19
364
$222K 0.03%
631
+57
365
$220K 0.03%
919
+59
366
$219K 0.03%
12,500
367
$214K 0.03%
4,008
-468
368
$212K 0.03%
6,967
-6,653
369
$211K 0.02%
5,633
+73
370
$211K 0.02%
2,987
+52
371
$211K 0.02%
4,293
-491
372
$210K 0.02%
3,262
-9,324
373
$210K 0.02%
+1,727
374
$210K 0.02%
1,777
-66
375
$210K 0.02%
4,186
-24
13 14
15
16 17