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
201
$621K 0.07%
2,518
+301
202
$613K 0.07%
15,199
203
$606K 0.07%
874
+81
204
$604K 0.07%
5,476
+777
205
$601K 0.07%
17,846
-79,441
206
$597K 0.07%
7,656
+384
207
$594K 0.07%
11,316
+1,657
208
$592K 0.07%
10,488
+1,832
209
$589K 0.07%
6,453
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210
$587K 0.07%
1,979
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211
$569K 0.07%
7,880
-250
212
$567K 0.07%
3,689
+109
213
$564K 0.07%
5,898
+304
214
$563K 0.07%
549
+17
215
$562K 0.07%
4,652
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216
$552K 0.07%
+36,429
217
$549K 0.06%
11,041
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218
$544K 0.06%
5,614
+1,023
219
$538K 0.06%
2,343
+51
220
$532K 0.06%
4,116
-98
221
$531K 0.06%
1,249
+277
222
$531K 0.06%
5,728
+364
223
$519K 0.06%
1,168
-13
224
$516K 0.06%
2,080
+584
225
$512K 0.06%
4,444
+380
7 8
9
10 11