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
51
$995K 0.43%
19,974
-37
52
$992K 0.42%
7,049
+1,075
53
$980K 0.42%
55,100
-1,250
54
$936K 0.4%
8,746
+179
55
$935K 0.4%
19,902
-129
56
$934K 0.4%
4,199
+169
57
$932K 0.4%
2,753
-228
58
$876K 0.38%
9,213
+138
59
$863K 0.37%
12,718
-32,345
60
$853K 0.37%
5,130
+21
61
$841K 0.36%
6,041
+3
62
$824K 0.35%
18,374
+2,856
63
$819K 0.35%
2,173
+46
64
$801K 0.34%
11,691
+321
65
$801K 0.34%
16,665
+1,650
66
$787K 0.34%
+34,488
67
$775K 0.33%
3,623
+397
68
$774K 0.33%
+22,515
69
$765K 0.33%
3,596
-40
70
$762K 0.33%
6,558
-384
71
$732K 0.31%
6,250
72
$692K 0.3%
14,897
+7,978
73
$689K 0.3%
+8,600
74
$653K 0.28%
7,407
+25
75
$651K 0.28%
15,456
-4,934
1 2
3
4 5