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PIA
Perennial Investment Advisors Portfolio holdings
AUM
$1.25B
1-Year Est. Return
22.29%
This Fund
S&P 500
1 Year Est. Return
+22.29%
AUM
$112M
AUM Growth
-$14.3M
(-11%)
Holding
141
Top Buys
| 1 | +$2.85M | |
| 2 | +$2.51M | |
| 3 | +$1.92M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.85M |
| 5 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$1.5M |
Top Sells
| 1 | +$1.43M | |
| 2 | +$1.04M | |
| 3 | +$989K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$960K |
| 5 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
+$948K |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Consumer Discretionary | 9.86% |
| 3 | Financials | 8.84% |
| 4 | Communication Services | 6.28% |
| 5 | Consumer Staples | 3.33% |