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PIA
Perennial Investment Advisors Portfolio holdings
AUM
$1.25B
1-Year Est. Return
22.29%
This Fund
S&P 500
1 Year Est. Return
+22.29%
AUM
$1.25B
AUM Growth
-$11.8M
(-0.94%)
Holding
533
Top Buys
| 1 | +$7.7M | |
| 2 | +$7.22M | |
| 3 | +$5.22M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.2M |
| 5 |
State Street SPDR MSCI USA StrategicFactors ETF
QUS
|
+$3.43M |
Top Sells
| 1 | +$9.55M | |
| 2 | +$3.39M | |
| 3 | +$2.98M | |
| 4 |
iShares Gold Trust
IAU
|
+$2.45M |
| 5 |
iShares Silver Trust
SLV
|
+$2.06M |
Sector Composition
| 1 | Technology | 12.43% |
| 2 | Consumer Discretionary | 4.86% |
| 3 | Financials | 2.85% |
| 4 | Communication Services | 2.65% |
| 5 | Industrials | 1.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Arthur J. Gallagher & Co
AJG
$56.2B
| – | – |
-1,050
|
|
||
527
Amcor
AMCR
$18.8B
| – | – |
-2,018
|
|
||
|
APLT
528
DELISTED
Applied Therapeutics
APLT
| – | – |
-11,600
|
|
||
529
Celularity
CELU
$20.6M
| – | – |
-13,629
|
|
||
530
VanEck CLO ETF
CLOI
$1.35B
| – | – |
-5,445
|
|
||
531
Comcast
CMCSA
$87.5B
| – | – |
-7,375
|
|
||
532
Coinbase
COIN
$42.1B
| – | – |
-928
|
|
||
533
Dimensional World ex US Core Equity 2 ETF
DFAX
$12B
| – | – |
-7,322
|
|