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
$220M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.67M
3
+$1.62M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.62M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.44M

Top Sells

1
+$12.3M
2
+$5.33M
3
+$4.25M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.55M
5
SHOP icon
Shopify
SHOP
+$1.7M

Sector Composition

1 Technology 16.67%
2 Consumer Discretionary 6.1%
3 Financials 5.32%
4 Consumer Staples 3.23%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$262K 0.12%
5,564
-161
152
$260K 0.12%
+21,861
153
$255K 0.12%
18,790
-1,533
154
$254K 0.12%
6,008
-3,232
155
$253K 0.11%
4,811
+1,145
156
$247K 0.11%
2,043
-1,030
157
$246K 0.11%
+2,683
158
$244K 0.11%
+3,428
159
$243K 0.11%
3,975
+17
160
$237K 0.11%
3,673
-157
161
$237K 0.11%
1,597
162
$236K 0.11%
1,255
+11
163
$233K 0.11%
5,515
-195
164
$233K 0.11%
+1,075
165
$232K 0.11%
3,516
+1,181
166
$231K 0.1%
+1,493
167
$229K 0.1%
2,737
+410
168
$227K 0.1%
3,285
+302
169
$221K 0.1%
+3,231
170
$219K 0.1%
4,330
-378
171
$217K 0.1%
8,749
+229
172
$216K 0.1%
+1,347
173
$213K 0.1%
+1,887
174
$212K 0.1%
884
-922
175
$210K 0.1%
2,614
5 6
7
8 9