PIA

Perennial Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 21.77%
This Quarter Est. Return
1 Year Est. Return
+21.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$888M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.01%
2 Financials 4.08%
3 Consumer Discretionary 3.25%
4 Communication Services 2.36%
5 Healthcare 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-3,945
452
-864