PIA
Perennial Investment Advisors Portfolio holdings
AUM
$1.03B
This Quarter Return
+5.36%
1 Year Return
+16.66%
3 Year Return
+71.16%
5 Year Return
+129.16%
10 Year Return
–
AUM
$769M
AUM Growth
+$769M
(+10%)
Cap. Flow
+$40.1M
Cap. Flow
% of AUM
5.21%
Top 10 Holdings %
Top 10 Hldgs %
34.63%
Holding
394
New
39
Increased
171
Reduced
147
Closed
11
Top Buys
| 1 |
iShares Russell Top 200 Growth ETF
IWY
|
$8.44M |
| 2 |
Global X 1-3 Month T-Bill ETF
CLIP
|
$6.79M |
| 3 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$5.93M |
| 4 |
Broadcom
AVGO
|
$2.56M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$2.24M |
Top Sells
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Consumer Discretionary | 3.27% |
| 3 | Financials | 3.23% |
| 4 | Communication Services | 2.17% |
| 5 | Consumer Staples | 1.46% |
