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
$246M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.18M
3
+$1.05M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$952K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$916K

Top Sells

1
+$1.73M
2
+$1.11M
3
+$950K
4
IAU icon
iShares Gold Trust
IAU
+$535K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$526K

Sector Composition

1 Technology 14.53%
2 Financials 5.85%
3 Consumer Discretionary 4.23%
4 Consumer Staples 3.33%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$507K 0.21%
16,852
+3,598
102
$502K 0.2%
4,554
-559
103
$496K 0.2%
4,996
+98
104
$490K 0.2%
7,472
+2,122
105
$488K 0.2%
11,816
+29
106
$482K 0.2%
10,502
+1,368
107
$480K 0.2%
3,311
108
$480K 0.2%
1,808
+17
109
$475K 0.19%
5,197
+2,514
110
$472K 0.19%
15,200
111
$471K 0.19%
7,930
+2,463
112
$458K 0.19%
7,075
+24
113
$458K 0.19%
2,898
-50
114
$445K 0.18%
4,438
+93
115
$441K 0.18%
3,742
+243
116
$439K 0.18%
5,773
-1,723
117
$432K 0.18%
2,485
+42
118
$427K 0.17%
6,116
+764
119
$423K 0.17%
8,750
+2,800
120
$420K 0.17%
22,726
+5,173
121
$413K 0.17%
+7,960
122
$413K 0.17%
1,925
+34
123
$400K 0.16%
2,102
+59
124
$398K 0.16%
4,267
+599
125
$391K 0.16%
2,240
+964
3 4
5
6 7