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
$234M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.16M
3
+$1.06M
4
VLDR
Velodyne Lidar, Inc. Common Stock
VLDR
+$787K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$774K

Top Sells

1
+$2.19M
2
+$1.95M
3
+$1.17M
4
MRK icon
Merck
MRK
+$925K
5
ZM icon
Zoom
ZM
+$636K

Sector Composition

1 Technology 25.91%
2 Consumer Discretionary 11.95%
3 Financials 9.95%
4 Communication Services 6.34%
5 Consumer Staples 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.82%
5,074
+1,746
27
$1.84M 0.79%
10,164
+477
28
$1.74M 0.74%
4,916
+551
29
$1.73M 0.74%
27,897
+5,094
30
$1.62M 0.69%
7,449
+55
31
$1.51M 0.64%
6,886
+142
32
$1.5M 0.64%
13,018
33
$1.47M 0.63%
11,599
-397
34
$1.43M 0.61%
22,797
+4,029
35
$1.38M 0.59%
109,072
+30,521
36
$1.33M 0.57%
3,879
+1,726
37
$1.33M 0.57%
11,706
-27
38
$1.32M 0.57%
3,542
+84
39
$1.25M 0.54%
5,377
+819
40
$1.24M 0.53%
4,885
+1
41
$1.16M 0.5%
+18,268
42
$1.13M 0.48%
12,920
+520
43
$1.09M 0.47%
4,671
+123
44
$1.08M 0.46%
24,700
+110
45
$1.06M 0.45%
3,981
+110
46
$1.04M 0.44%
4,662
+657
47
$1.03M 0.44%
12,767
+4,357
48
$1.03M 0.44%
6,975
+108
49
$1.01M 0.43%
2,842
-14
50
$1.01M 0.43%
17,537
+806
1
2
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