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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 6.5%
1.62%
$12.499M
21,783 shares@ $573.8 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.36%
1.57%
$12.042M↑ Call
64,626 shares@ $186.33 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -3.68%
1.55%
$11.956M
42,224 shares@ $283.16 avg price
IYWIshares Tr
Recent Activity
Increased 11.14%
1.52%
$11.725M
77,283 shares@ $151.72 avg price
IWYIshares Tr
Recent Activity
Increased 664.75%
1.26%
$9.707M
44,080 shares@ $220.22 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 6.83%
1.19%
$9.146M
130,553 shares@ $70.06 avg price
VGTVanguard World Fd
Recent Activity
Decreased -3.76%
1.19%
$9.125M
15,558 shares@ $586.54 avg price
NTSXWisdomtree Tr
Recent Activity
Decreased -6.06%
1.17%
$8.974M
190,980 shares@ $47.0 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -5.41%
1.16%
$8.889M
102,388 shares@ $86.83 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -0.68%
1.15%
$8.828M
94,805 shares@ $93.12 avg price