We are live on ! Find out more
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
$848M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$9.78M
3 +$8.73M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.66M
5
IYW icon
iShares US Technology ETF
IYW
+$5.39M

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
401
-1,262
402
-7,998
403
-1,100
404
-7,833
405
-10,971
406
-25,000
407
-2,805
408
-8,334
409
-4,891
410
-11,600
411
-11,032
412
-2,521
413
-1,894
414
-12,791
415
-1,591
416
-3,931
417
-8,785
418
-11,423
419
-1,206
420
-2,674
421
-1,382
422
-6,004
423
-1,040
424
-10,321