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
$246M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.18M
3
+$1.05M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$952K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$916K

Top Sells

1
+$1.73M
2
+$1.11M
3
+$950K
4
IAU icon
iShares Gold Trust
IAU
+$535K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$526K

Sector Composition

1 Technology 14.53%
2 Financials 5.85%
3 Consumer Discretionary 4.23%
4 Consumer Staples 3.33%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$286K 0.12%
6,425
152
$285K 0.12%
4,060
+85
153
$285K 0.12%
+1,190
154
$279K 0.11%
3,049
-426
155
$279K 0.11%
3,871
+443
156
$277K 0.11%
+2,986
157
$272K 0.11%
3,309
-169
158
$272K 0.11%
3,551
+320
159
$270K 0.11%
815
-3,349
160
$270K 0.11%
6,008
161
$269K 0.11%
19,018
+228
162
$269K 0.11%
5,038
-526
163
$267K 0.11%
5,830
+849
164
$263K 0.11%
1,766
+169
165
$261K 0.11%
+3,977
166
$261K 0.11%
4,917
+587
167
$260K 0.11%
3,636
-37
168
$260K 0.11%
3,646
+77
169
$256K 0.1%
1,285
+30
170
$253K 0.1%
22,612
+751
171
$250K 0.1%
+2,137
172
$246K 0.1%
+4,365
173
$245K 0.1%
+2,135
174
$243K 0.1%
2,622
+8
175
$243K 0.1%
1,065
-10
5 6
7
8 9