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
$234M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.16M
3
+$1.06M
4
VLDR
Velodyne Lidar, Inc. Common Stock
VLDR
+$787K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$774K

Top Sells

1
+$2.19M
2
+$1.95M
3
+$1.17M
4
MRK icon
Merck
MRK
+$925K
5
ZM icon
Zoom
ZM
+$636K

Sector Composition

1 Technology 25.91%
2 Consumer Discretionary 11.95%
3 Financials 9.95%
4 Communication Services 6.34%
5 Consumer Staples 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$283K 0.12%
8,043
127
$278K 0.12%
1,576
+68
128
$274K 0.12%
5,955
-285
129
$274K 0.12%
+3,968
130
$274K 0.12%
4,165
-1,687
131
$271K 0.12%
+716
132
$265K 0.11%
2,226
+301
133
$263K 0.11%
5,116
-884
134
$251K 0.11%
707
-19
135
$245K 0.1%
+2,229
136
$243K 0.1%
3,914
-460
137
$243K 0.1%
1,157
-14
138
$243K 0.1%
+10,332
139
$242K 0.1%
+3,925
140
$241K 0.1%
1,620
+90
141
$240K 0.1%
1,345
-20
142
$238K 0.1%
1,109
-47
143
$235K 0.1%
+881
144
$231K 0.1%
+600
145
$230K 0.1%
1,631
146
$228K 0.1%
4,133
+14
147
$228K 0.1%
+2,573
148
$216K 0.09%
5,108
-5,355
149
$214K 0.09%
+2,132
150
$213K 0.09%
+2,448
4 5
6
7 8