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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
$148M
AUM Growth
+$35.3M
(+31%)
Holding
141
Top Buys
| 1 | +$1.69M | |
| 2 | +$1.42M | |
| 3 | +$1.38M | |
| 4 |
First Trust Capital Strength ETF
FTCS
|
+$991K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$802K |
Top Sells
| 1 | +$990K | |
| 2 | +$984K | |
| 3 | +$493K | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$408K |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$391K |
Sector Composition
| 1 | Technology | 24.2% |
| 2 | Consumer Discretionary | 10.85% |
| 3 | Financials | 7.43% |
| 4 | Communication Services | 5.76% |
| 5 | Consumer Staples | 2.79% |