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
$246M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.18M
3
+$1.05M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$952K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$916K

Top Sells

1
+$1.73M
2
+$1.11M
3
+$950K
4
IAU icon
iShares Gold Trust
IAU
+$535K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$526K

Sector Composition

1 Technology 14.53%
2 Financials 5.85%
3 Consumer Discretionary 4.23%
4 Consumer Staples 3.33%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1%
25,996
+20
27
$2.4M 0.97%
61,614
+509
28
$1.99M 0.81%
25,349
-706
29
$1.97M 0.8%
14,524
+127
30
$1.9M 0.77%
71,577
+44,608
31
$1.89M 0.77%
+46,323
32
$1.86M 0.75%
15,066
-1,897
33
$1.85M 0.75%
26,705
+37
34
$1.84M 0.75%
20,905
-124
35
$1.61M 0.65%
5,286
+27
36
$1.49M 0.61%
20,712
-360
37
$1.42M 0.58%
7,862
+296
38
$1.37M 0.56%
18,420
+6,804
39
$1.32M 0.54%
14,911
+50
40
$1.28M 0.52%
14,765
+1,320
41
$1.27M 0.52%
9,453
+352
42
$1.22M 0.5%
2,305
-89
43
$1.17M 0.47%
17,297
+1
44
$1.13M 0.46%
8,323
+289
45
$1.06M 0.43%
60,469
+4,385
46
$1.06M 0.43%
30,572
-15,474
47
$1.03M 0.42%
29,975
-1,925
48
$990K 0.4%
10,081
-242
49
$987K 0.4%
19,685
+3,582
50
$957K 0.39%
3,030
+293
1
2
3 4 5