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PIA
Perennial Investment Advisors Portfolio holdings
AUM
$1.25B
1-Year Est. Return
22.29%
This Fund
S&P 500
1 Year Est. Return
+22.29%
AUM
$534M
AUM Growth
+$288M
(+117%)
Holding
341
Top Buys
| 1 | +$32.2M | |
| 2 | +$24.9M | |
| 3 | +$15.5M | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$9.36M |
| 5 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$7.56M |
Top Sells
| 1 | +$836K | |
| 2 | +$737K | |
| 3 | +$730K | |
| 4 |
First Trust Large Cap Value AlphaDEX Fund
FTA
|
+$514K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$510K |
Sector Composition
| 1 | Technology | 10.3% |
| 2 | Financials | 3.56% |
| 3 | Consumer Discretionary | 3.23% |
| 4 | Communication Services | 1.94% |
| 5 | Consumer Staples | 1.63% |