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
126
$1.2M 0.14%
27,353
+727
127
$1.2M 0.14%
1,557
+172
128
$1.18M 0.14%
2,239
-5
129
$1.18M 0.14%
10,932
+53
130
$1.17M 0.14%
6,143
+62
131
$1.15M 0.14%
49,941
-9,802
132
$1.11M 0.13%
5,056
+250
133
$1.1M 0.13%
4,912
+160
134
$1.09M 0.13%
13,515
+2,394
135
$1.08M 0.13%
41,114
+5,761
136
$1.08M 0.13%
+30,586
137
$1.07M 0.13%
2,059
-10
138
$1.07M 0.13%
64,594
+106
139
$1.07M 0.13%
11,647
-1,692
140
$1.07M 0.13%
5,381
-228
141
$1.05M 0.12%
23,887
+602
142
$1.04M 0.12%
17,586
+623
143
$1.04M 0.12%
31,161
+2,248
144
$1.04M 0.12%
14,885
-169
145
$1.03M 0.12%
8,560
-823
146
$1.03M 0.12%
6,161
+239
147
$1.02M 0.12%
6,055
+425
148
$1M 0.12%
25,516
+1,145
149
$1M 0.12%
18,795
-213
150
$1M 0.12%
5,729
+398
4 5
6
7 8