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
101
$1.5M 0.18%
29,488
+2,825
102
$1.49M 0.17%
19,644
+23
103
$1.48M 0.17%
9,747
-392
104
$1.48M 0.17%
15,276
+2,826
105
$1.43M 0.17%
29,066
+3,957
106
$1.43M 0.17%
6,448
+149
107
$1.42M 0.17%
3,641
+84
108
$1.41M 0.17%
15,595
+88
109
$1.41M 0.17%
28,890
+5,592
110
$1.39M 0.16%
64,048
+7,192
111
$1.38M 0.16%
4,129
+482
112
$1.38M 0.16%
2,729
-63
113
$1.34M 0.16%
26,971
+17,296
114
$1.3M 0.15%
28,732
-3,303
115
$1.3M 0.15%
9,294
+39
116
$1.29M 0.15%
12,111
+2,105
117
$1.29M 0.15%
+36,974
118
$1.29M 0.15%
6,510
+100
119
$1.28M 0.15%
14,976
+947
120
$1.25M 0.15%
11,715
+339
121
$1.24M 0.15%
70,156
+5,865
122
$1.23M 0.15%
49,340
-13,349
123
$1.23M 0.15%
3,600
+50
124
$1.21M 0.14%
16,765
+1,164
125
$1.2M 0.14%
13,568
+11
3 4
5
6 7