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
176
$241K 0.1%
+6,188
177
$241K 0.1%
+6,182
178
$233K 0.09%
+1,595
179
$231K 0.09%
14,340
180
$231K 0.09%
+2,217
181
$231K 0.09%
1,395
-98
182
$230K 0.09%
+5,470
183
$230K 0.09%
+2,677
184
$229K 0.09%
4,931
185
$229K 0.09%
6,794
-1,528
186
$227K 0.09%
26,500
-5,200
187
$226K 0.09%
+2,054
188
$223K 0.09%
2,668
+97
189
$222K 0.09%
4,911
-21
190
$220K 0.09%
1,999
+112
191
$219K 0.09%
2,948
+211
192
$215K 0.09%
873
-11
193
$214K 0.09%
3,441
-75
194
$214K 0.09%
1,363
+16
195
$213K 0.09%
+6,086
196
$211K 0.09%
+1,429
197
$211K 0.09%
+386
198
$209K 0.09%
3,979
-10
199
$205K 0.08%
+2,029
200
$205K 0.08%
16,511
+192
6 7
8
9 10