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
76
$635K 0.27%
5,819
+1,665
77
$630K 0.27%
5,255
-45
78
$622K 0.27%
+10,361
79
$615K 0.26%
14,650
+2,199
80
$613K 0.26%
+4,924
81
$598K 0.26%
4,596
-996
82
$597K 0.26%
4,322
-255
83
$579K 0.25%
2,051
84
$548K 0.23%
25,205
+3,167
85
$547K 0.23%
10,707
-6,321
86
$538K 0.23%
32,498
-10,739
87
$534K 0.23%
970
+7
88
$526K 0.23%
21,000
89
$521K 0.22%
8,870
-155
90
$512K 0.22%
1,425
91
$508K 0.22%
18,612
-2,389
92
$506K 0.22%
1,011
-28
93
$501K 0.21%
19,506
+3,980
94
$498K 0.21%
11,296
-683
95
$465K 0.2%
1,704
-24
96
$463K 0.2%
2,913
-14
97
$454K 0.19%
7,232
98
$442K 0.19%
+2,088
99
$441K 0.19%
1,258
+1
100
$417K 0.18%
2,944
-381
2 3
4
5 6