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Anthony Lee

@Perennial Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$771.874MTotal holdings383
Assets growth rate10.15%Assets growth rate (2-Q avg)8.25%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Perennial Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 383 positions.

Assets under management

The assets under management (AUM) of Perennial Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 771.874M in assets, with a quarterly growth rate of 10.15% and a 2-quarter average growth rate of 8.25%. The portfolio is managed by Anthony Lee, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CLIPGlobal X Fds
Recent Activity
New Position
0.88%
$6.789M
67,554 shares@ $100.51 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
New Position
0.15%
$1.117M
23,496 shares@ $47.54 avg price
ISCGIshares Tr
Recent Activity
New Position
0.12%
$905,255
18,490 shares@ $48.96 avg price
FTHIFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.12%
$899,625
39,081 shares@ $23.02 avg price
SGOVIshares Tr
Recent Activity
New Position
0.11%
$810,594
8,048 shares@ $100.72 avg price
HYGIshares Tr
Recent Activity
New Position
0.1%
$763,267
9,505 shares@ $80.31 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.08%
$556,114
2,181 shares@ $254.99 avg price
EMXCIshares Inc
Recent Activity
New Position
0.07%
$508,073
8,314 shares@ $61.12 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
New Position
0.06%
$411,159
972 shares@ $423.01 avg price
USXFIshares Tr
Recent Activity
New Position
0.05%
$382,033
7,781 shares@ $49.1 avg price