PIA
Perennial Investment Advisors Portfolio holdings
AUM
$1.03B
1-Year Return
16.66%
This Quarter Return
+0.69%
1 Year Return
+16.66%
3 Year Return
+71.16%
5 Year Return
+129.16%
10 Year Return
–
AUM
$283M
AUM Growth
+$8.45M
(+3.1%)
Cap. Flow
+$9.37M
Cap. Flow
% of AUM
3.31%
Top 10 Holdings %
Top 10 Hldgs %
41.74%
Holding
232
New
18
Increased
109
Reduced
70
Closed
13
Top Buys
| 1 |
Invesco S&P 500 GARP ETF
SPGP
|
$2.29M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.41M |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$825K |
| 4 |
HEICO Class A
HEI.A
|
$740K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$708K |
Top Sells
Sector Composition
| 1 | Technology | 23.42% |
| 2 | Consumer Discretionary | 10.51% |
| 3 | Financials | 10.33% |
| 4 | Communication Services | 6.58% |
| 5 | Consumer Staples | 2.78% |
