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
151
$212K 0.09%
7,650
-650
152
$209K 0.09%
+3,980
153
$208K 0.09%
+1,170
154
$208K 0.09%
1,359
-121
155
$208K 0.09%
+6,889
156
$208K 0.09%
+762
157
$207K 0.09%
+5,000
158
$207K 0.09%
12,648
-2,463
159
$206K 0.09%
+10,214
160
$205K 0.09%
+2,813
161
$205K 0.09%
+2,077
162
$203K 0.09%
+779
163
$202K 0.09%
+435
164
$202K 0.09%
+4,272
165
$201K 0.09%
+11,056
166
$200K 0.09%
7,160
-1,425
167
$199K 0.09%
10,000
168
$182K 0.08%
3,384
+4
169
$180K 0.08%
25,000
170
$140K 0.06%
20,000
-9,000
171
$114K 0.05%
10,035
-1,200
172
$99K 0.04%
15,000
173
$96K 0.04%
15,000
174
$78K 0.03%
+12,599
175
$60K 0.03%
240
4 5 6
7
8