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
101
$359K 0.18%
21,000
102
$350K 0.18%
14,981
103
$345K 0.17%
15,200
104
$338K 0.17%
24,321
-1,033
105
$336K 0.17%
+4,154
106
$331K 0.17%
1,425
-150
107
$323K 0.16%
13,542
-465
108
$321K 0.16%
5,312
-1,429
109
$310K 0.16%
+6,000
110
$302K 0.15%
7,683
-37
111
$293K 0.15%
+2,970
112
$292K 0.15%
6,919
-9,212
113
$289K 0.14%
3,628
-239
114
$287K 0.14%
1,936
+63
115
$278K 0.14%
726
-149
116
$278K 0.14%
10,463
+3,815
117
$275K 0.14%
3,139
+78
118
$271K 0.14%
+3,275
119
$264K 0.13%
+4,374
120
$259K 0.13%
4,743
121
$255K 0.13%
1,156
+32
122
$247K 0.12%
+736
123
$245K 0.12%
1,171
-114
124
$243K 0.12%
+1,365
125
$242K 0.12%
+3,802
3 4
5
6 7