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
$848M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.74M
3
+$8.63M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.8M
5
IYW icon
iShares US Technology ETF
IYW
+$5.44M

Top Sells

1
+$8.04M
2
+$4.45M
3
+$4.28M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$4.06M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M

Sector Composition

1 Technology 13.51%
2 Financials 3.9%
3 Consumer Discretionary 3.6%
4 Communication Services 2.19%
5 Consumer Staples 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.5M 0.41%
410,706
+24,452
52
$3.46M 0.41%
3,779
-78
53
$3.31M 0.39%
38,138
-34,351
54
$3.29M 0.39%
125,546
-8,515
55
$3.23M 0.38%
79,637
-60,104
56
$3.16M 0.37%
24,005
+2,758
57
$3.02M 0.36%
14,607
+12,032
58
$3.02M 0.36%
53,576
+8,082
59
$3M 0.35%
62,675
+5,334
60
$2.95M 0.35%
96,532
+83,107
61
$2.93M 0.35%
36,522
-26,107
62
$2.92M 0.34%
95,929
+5,561
63
$2.77M 0.33%
36,680
+8,389
64
$2.74M 0.32%
62,705
-10,647
65
$2.72M 0.32%
43,755
-59
66
$2.72M 0.32%
83,270
+52,835
67
$2.7M 0.32%
6,726
-1,190
68
$2.57M 0.3%
66,399
+29,054
69
$2.54M 0.3%
4,716
+483
70
$2.35M 0.28%
11,980
+293
71
$2.34M 0.28%
23,160
-717
72
$2.3M 0.27%
241,833
+9,198
73
$2.25M 0.26%
44,936
+21,440
74
$2.23M 0.26%
9,285
+81
75
$2.18M 0.26%
9,077
+928
1 2
3
4 5