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
76
$2.12M 0.25%
52,642
-18,491
77
$2.11M 0.25%
41,799
+1,565
78
$2.07M 0.24%
16,068
+670
79
$2.02M 0.24%
13,933
-588
80
$1.99M 0.23%
6,312
+593
81
$1.99M 0.23%
41,244
+6,567
82
$1.99M 0.23%
37,245
+2,431
83
$1.94M 0.23%
14,127
-849
84
$1.86M 0.22%
10,224
+228
85
$1.84M 0.22%
18,168
-82
86
$1.78M 0.21%
6,754
+861
87
$1.78M 0.21%
79,301
-5,120
88
$1.77M 0.21%
25,218
+750
89
$1.77M 0.21%
15,865
-359
90
$1.76M 0.21%
75,631
+36,550
91
$1.74M 0.2%
28,289
-1,629
92
$1.69M 0.2%
5,823
+834
93
$1.63M 0.19%
6,740
+318
94
$1.62M 0.19%
12,786
+19
95
$1.6M 0.19%
30,590
+11,691
96
$1.57M 0.19%
102,007
+9,103
97
$1.56M 0.18%
17,658
+4,327
98
$1.55M 0.18%
1,739
+31
99
$1.53M 0.18%
+16,152
100
$1.5M 0.18%
44,049
-4,047
2 3
4
5 6