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
$601M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$7.83M
3
+$7.09M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.83M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$3.11M

Top Sells

1
+$7.81M
2
+$5.53M
3
+$3.48M
4
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$3.01M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.28M

Sector Composition

1 Technology 12.17%
2 Financials 3.75%
3 Consumer Discretionary 3.46%
4 Communication Services 2.04%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$381K 0.06%
4,227
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202
$381K 0.06%
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203
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225
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9
10 11