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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
351
$315K 0.03%
1,398
-9
352
$314K 0.03%
460
-190
353
$312K 0.03%
20,714
+675
354
$308K 0.03%
2,430
-23
355
$307K 0.03%
10,602
-909
356
$303K 0.03%
2,251
-297
357
$302K 0.03%
5,967
-80
358
$302K 0.02%
+1,442
359
$302K 0.02%
4,698
+65
360
$301K 0.02%
1,822
361
$299K 0.02%
2,681
-36
362
$299K 0.02%
3,365
+22
363
$295K 0.02%
+869
364
$295K 0.02%
2,895
+30
365
$295K 0.02%
389
+42
366
$295K 0.02%
645
+2
367
$294K 0.02%
2,372
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368
$291K 0.02%
+23,713
369
$290K 0.02%
+4,249
370
$288K 0.02%
2,029
+4
371
$288K 0.02%
5,406
+121
372
$288K 0.02%
+22,909
373
$284K 0.02%
959
-98
374
$282K 0.02%
2,543
-411
375
$281K 0.02%
+11,291
13 14
15
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