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
76
$596K 0.3%
+3,636
77
$554K 0.28%
6,250
-195
78
$538K 0.27%
9,025
-2,596
79
$534K 0.27%
3,226
+1,255
80
$511K 0.26%
1,039
+497
81
$511K 0.26%
21,001
+1,702
82
$477K 0.24%
17,054
+3,236
83
$476K 0.24%
22,038
+6,549
84
$467K 0.23%
963
+100
85
$451K 0.23%
7,232
86
$444K 0.22%
4,300
+912
87
$444K 0.22%
12,451
+1,432
88
$421K 0.21%
5,300
+20
89
$419K 0.21%
3,325
+285
90
$414K 0.21%
+19,174
91
$409K 0.21%
1,728
+144
92
$398K 0.2%
15,526
+5,420
93
$397K 0.2%
+11,979
94
$394K 0.2%
1,257
-16
95
$394K 0.2%
17,183
96
$390K 0.2%
11,250
+1,831
97
$380K 0.19%
1,496
+3
98
$380K 0.19%
4,188
+568
99
$373K 0.19%
3,210
+67
100
$363K 0.18%
2,927
+8
2 3
4
5 6