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
151
$44K 0.02%
+1,000
152
$27K 0.01%
+240
153
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157
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160
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162
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163
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-11,098
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7