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
$848M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.74M
3
+$8.63M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.8M
5
IYW icon
iShares US Technology ETF
IYW
+$5.44M

Top Sells

1
+$8.04M
2
+$4.45M
3
+$4.28M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$4.06M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M

Sector Composition

1 Technology 13.51%
2 Financials 3.9%
3 Consumer Discretionary 3.6%
4 Communication Services 2.19%
5 Consumer Staples 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$778K 0.09%
73,211
+5,250
177
$778K 0.09%
34,152
+849
178
$766K 0.09%
3,149
-9
179
$765K 0.09%
+12,498
180
$751K 0.09%
26,942
-2,735
181
$739K 0.09%
4,431
+301
182
$730K 0.09%
+19,639
183
$717K 0.08%
2,179
-2
184
$713K 0.08%
2,733
+43
185
$696K 0.08%
+13,119
186
$693K 0.08%
5,363
+43
187
$690K 0.08%
3,882
+530
188
$686K 0.08%
8,036
+336
189
$677K 0.08%
15,929
+3,378
190
$666K 0.08%
72,600
+6,725
191
$664K 0.08%
+25,765
192
$661K 0.08%
24,920
+8,195
193
$658K 0.08%
9,368
+176
194
$656K 0.08%
6,275
+1,117
195
$647K 0.08%
2,153
-130
196
$645K 0.08%
19,308
+1,818
197
$644K 0.08%
+23,613
198
$635K 0.07%
19,389
-4,684
199
$629K 0.07%
3,031
-77
200
$627K 0.07%
3,638
+155
6 7
8
9 10