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
101
$415K 0.18%
4,488
+188
102
$407K 0.17%
3,795
+656
103
$405K 0.17%
13,360
-182
104
$405K 0.17%
15,200
105
$401K 0.17%
17,183
106
$399K 0.17%
4,277
+475
107
$394K 0.17%
3,274
+64
108
$391K 0.17%
+6,775
109
$388K 0.17%
14,234
-2,820
110
$386K 0.17%
+2,781
111
$365K 0.16%
21,592
-2,729
112
$360K 0.15%
3,570
-618
113
$346K 0.15%
4,427
-11,836
114
$345K 0.15%
1,500
+4
115
$340K 0.15%
9,230
-2,020
116
$337K 0.14%
7,540
-143
117
$324K 0.14%
+1,618
118
$317K 0.14%
18,013
+7,504
119
$311K 0.13%
1,979
+43
120
$307K 0.13%
6,026
+240
121
$302K 0.13%
+7,332
122
$297K 0.13%
4,304
-1,008
123
$294K 0.13%
4,743
124
$288K 0.12%
772
+36
125
$287K 0.12%
3,374
-254
3 4
5
6 7