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
51
$840K 0.42%
6,038
+944
52
$789K 0.4%
20,390
-813
53
$788K 0.4%
16,731
+5,881
54
$757K 0.38%
2,127
+1,259
55
$737K 0.37%
2,981
+421
56
$735K 0.37%
8,567
+4,507
57
$720K 0.36%
56,350
-1,453
58
$717K 0.36%
6,942
+23
59
$710K 0.36%
9,075
+934
60
$708K 0.35%
20,031
-1,194
61
$699K 0.35%
15,015
+8,289
62
$689K 0.35%
43,237
-14,314
63
$665K 0.33%
5,974
+1,885
64
$663K 0.33%
2,153
-646
65
$662K 0.33%
8,102
+316
66
$661K 0.33%
+5,109
67
$656K 0.33%
5,592
+200
68
$653K 0.33%
11,370
+25
69
$653K 0.33%
2,051
70
$652K 0.33%
7,382
+706
71
$636K 0.32%
+1,352
72
$622K 0.31%
8,410
-1,731
73
$620K 0.31%
4,577
+1,559
74
$619K 0.31%
15,518
+6,086
75
$618K 0.31%
6,770
-15,460
1 2
3
4 5