PIA

Perennial Investment Advisors Portfolio holdings

AUM $1.03B
1-Year Est. Return 16.66%
This Quarter Est. Return
1 Year Est. Return
+16.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.03M
3
+$2.88M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.36M
5
TSLA icon
Tesla
TSLA
+$1.24M

Top Sells

1
+$1.41M
2
+$389K
3
+$364K
4
WFC icon
Wells Fargo
WFC
+$322K
5
INO icon
Inovio Pharmaceuticals
INO
+$308K

Sector Composition

1 Technology 25.38%
2 Consumer Discretionary 12.46%
3 Financials 10.13%
4 Communication Services 6.03%
5 Consumer Staples 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.68%
+4,365
27
$1.35M 0.68%
6,744
+4,721
28
$1.34M 0.67%
4,558
+375
29
$1.3M 0.65%
13,018
-1,377
30
$1.29M 0.64%
16,263
+11,573
31
$1.24M 0.62%
11,733
-478
32
$1.2M 0.6%
22,803
+6,868
33
$1.2M 0.6%
7,394
+257
34
$1.2M 0.6%
9,687
+2,995
35
$1.16M 0.58%
3,458
+30
36
$1.15M 0.58%
11,996
+4,111
37
$1.12M 0.56%
3,328
+332
38
$1.11M 0.56%
4,884
39
$1.08M 0.54%
3,871
+470
40
$1.04M 0.52%
20,011
+9,241
41
$1.01M 0.51%
4,030
+1,811
42
$998K 0.5%
18,768
+2,386
43
$967K 0.48%
2,856
+458
44
$951K 0.48%
6,867
-172
45
$948K 0.48%
78,551
+19,139
46
$904K 0.45%
12,400
+1,300
47
$898K 0.45%
4,548
+2
48
$895K 0.45%
24,590
-2,650
49
$868K 0.44%
17,028
-3,772
50
$862K 0.43%
+4,005
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