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
176
$56K 0.02%
1,550
+550
177
$45K 0.02%
+10,000
178
– –
-3,275
179
– –
-6,770
180
– –
-13,295
181
– –
-2,755
182
– –
-1,066
183
– –
-2,970
184
– –
-19,174
185
– –
-1,352
186
– –
-13,459
187
– –
-14,981
4 5 6 7
8