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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
451
$210K 0.02%
+891
452
$209K 0.02%
2,898
-271
453
$208K 0.02%
+2,754
454
$207K 0.02%
+719
455
$207K 0.02%
1,576
-20
456
$207K 0.02%
+3,264
457
$206K 0.02%
+3,895
458
$206K 0.02%
+2,161
459
$204K 0.02%
6,499
-1,331
460
$203K 0.02%
+4,195
461
$202K 0.02%
+4,689
462
$200K 0.02%
+1,658
463
$178K 0.01%
12,500
464
$128K 0.01%
11,267
+220
465
$123K 0.01%
17,860
+674
466
$107K 0.01%
+11,040
467
$104K 0.01%
+13,500
468
$103K 0.01%
+15,022
469
$65.1K 0.01%
+13,388
470
$28.2K ﹤0.01%
+13,629
471
$24.4K ﹤0.01%
15,000
472
$21.4K ﹤0.01%
+10,000
473
$21.1K ﹤0.01%
+10,000
474
$14.8K ﹤0.01%
10,990
475
$7.02K ﹤0.01%
11,600
16 17 18
19
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