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
$199M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.03M
3
+$2.88M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.36M
5
TSLA icon
Tesla
TSLA
+$1.24M

Top Sells

1
+$1.41M
2
+$389K
3
+$364K
4
WFC icon
Wells Fargo
WFC
+$322K
5
INO icon
Inovio Pharmaceuticals
INO
+$308K

Sector Composition

1 Technology 25.38%
2 Consumer Discretionary 12.46%
3 Financials 10.13%
4 Communication Services 6.03%
5 Consumer Staples 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$239K 0.12%
+5,852
127
$238K 0.12%
+1,508
128
$230K 0.12%
6,240
-200
129
$226K 0.11%
+4,119
130
$223K 0.11%
8,043
131
$222K 0.11%
+8,585
132
$222K 0.11%
+15,111
133
$214K 0.11%
+1,480
134
$211K 0.11%
+1,530
135
$210K 0.11%
+2,755
136
$210K 0.11%
+5,786
137
$209K 0.1%
+1,631
138
$206K 0.1%
+8,300
139
$200K 0.1%
+1,925
140
$168K 0.08%
+10,509
141
$138K 0.07%
10,000
142
$109K 0.05%
+1,066
143
$105K 0.05%
3,380
+4
144
$103K 0.05%
+11,235
145
$89K 0.04%
25,000
146
$82K 0.04%
15,000
147
$79K 0.04%
+29,000
148
$67K 0.03%
13,459
+2,200
149
$65K 0.03%
13,295
+201
150
$44K 0.02%
15,000
3 4 5
6
7