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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
DWMWisdomtree Tr
Recent Activity
Exited
0%
$945,780
17,607 shares@ $53.72 avg price
FLJPFranklin Templeton Etf Tr
Recent Activity
Exited
0%
$623,429
21,677 shares@ $28.76 avg price
EEMVIshares Inc
Recent Activity
Exited
0%
$375,012
6,555 shares@ $57.22 avg price
PFFVGlobal X Fds
Recent Activity
Exited
0%
$290,711
12,293 shares@ $23.65 avg price
VDCVanguard World Fd
Recent Activity
Exited
0%
$287,309
1,415 shares@ $203.05 avg price
IBITIshares Bitcoin Tr
Recent Activity
Exited
0%
$234,303
6,863 shares@ $34.15 avg price
MDBMongodb Inc
Recent Activity
Exited
0%
$232,965↑ Call
932 shares@ $249.97 avg price
PULSPgim Etf Tr
Recent Activity
Exited
0%
$231,900
4,666 shares@ $49.7 avg price
IBBIshares Tr
Recent Activity
Exited
0%
$216,051
1,572 shares@ $137.44 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$202,484
4,008 shares@ $50.52 avg price