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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
376
$280K 0.02%
3,579
-18
377
$280K 0.02%
5,171
-2,501
378
$278K 0.02%
1,957
-45
379
$277K 0.02%
582
+108
380
$275K 0.02%
2,223
+87
381
$275K 0.02%
2,709
+138
382
$273K 0.02%
2,726
383
$273K 0.02%
+9,776
384
$272K 0.02%
1,793
+3
385
$271K 0.02%
1,917
+304
386
$271K 0.02%
1,324
-152
387
$270K 0.02%
63
388
$267K 0.02%
802
-2
389
$266K 0.02%
+344
390
$264K 0.02%
+18,450
391
$263K 0.02%
3,890
+195
392
$261K 0.02%
905
-42
393
$260K 0.02%
3,121
-2,180
394
$256K 0.02%
1,204
+4
395
$256K 0.02%
14,515
+230
396
$254K 0.02%
2,127
-4
397
$254K 0.02%
1,295
-14
398
$254K 0.02%
+2,416
399
$252K 0.02%
920
+4
400
$252K 0.02%
1,919
+123
14 15
16
17 18