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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
401
$252K 0.02%
3,313
-356
402
$251K 0.02%
4,399
403
$251K 0.02%
1,263
-2,081
404
$249K 0.02%
2,728
-585
405
$248K 0.02%
1,350
+85
406
$247K 0.02%
5,611
+22
407
$246K 0.02%
+4,409
408
$245K 0.02%
2,183
+55
409
$243K 0.02%
3,046
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410
$241K 0.02%
7,678
411
$239K 0.02%
487
+60
412
$239K 0.02%
3,289
-18
413
$238K 0.02%
2,279
-148
414
$236K 0.02%
4,446
-2,009
415
$234K 0.02%
1,308
+53
416
$233K 0.02%
4,590
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417
$232K 0.02%
31,574
-3,939
418
$231K 0.02%
+4,243
419
$231K 0.02%
+4,012
420
$230K 0.02%
1,819
421
$230K 0.02%
2,514
-1,991
422
$230K 0.02%
3,194
-267
423
$229K 0.02%
3,530
424
$229K 0.02%
13,333
-730
425
$228K 0.02%
9,541
-1,147
15 16
17
18 19