PIA
Perennial Investment Advisors Portfolio holdings
AUM
$1.03B
1-Year Est. Return
16.66%
1 Year Est. Return
+16.66%
AUM
$888M
AUM Growth
+$40M
(+4.7%)
Holding
452
Top Buys
| 1 | +$12.1M | |
| 2 | +$6.69M | |
| 3 | +$6.43M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$5.67M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$4.23M |
Top Sells
| 1 | +$3.8M | |
| 2 | +$3.73M | |
| 3 | +$3.33M | |
| 4 |
LeaderShares AlphaFactor US Core Equity ETF
LSAF
|
+$3.23M |
| 5 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$2.77M |
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
Workhorse Group
WKHS
$20.8M
| – | – |
-864
|
|
||
|
XYZ
452
Block Inc
XYZ
$48.1B
| – | – |
-2,676
|
|