PIA

Perennial Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 21.77%
This Quarter Est. Return
1 Year Est. Return
+21.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.63M
3
+$884K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$804K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$719K

Top Sells

1
+$990K
2
+$830K
3
+$676K
4
NFLX icon
Netflix
NFLX
+$556K
5
MSTR icon
Strategy Inc
MSTR
+$469K

Sector Composition

1 Technology 21.04%
2 Financials 10.47%
3 Consumer Discretionary 7.53%
4 Communication Services 4.28%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
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