KFA
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Kelleher Financial Advisors’s Peraso PRSO Stock Holding History

Kelleher Financial Advisors’s Portfolio PRSO Stock Details PRSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8
Closed -$18K – 123
2016
Q4 		$18K Hold
8
– – 0.01% 136
2016
Q3 		$47K Hold
8
– – 0.03% 139
2016
Q2 		$25K Hold
8
– – 0.02% 133
2016
Q1 		$41K Hold
8
– – 0.02% 172
2015
Q4 		$69K Hold
8
– – 0.05% 113
2015
Q3 		$94K Hold
8
– – 0.06% 110
2015
Q2 		$120K Hold
8
– – 0.07% 113
2015
Q1 		$133K Buy
8
+4
+100% +$63.7K 0.07% 115
2014
Q4 		$62K Hold
4
– – 0.03% 114
2014
Q3 		$90K Hold
4
– – 0.05% 109
2014
Q2 		$94K Buy
+4
New +$113K 0.05% 106

Other funds holding PRSO

ISL
Ingalls & Snyder LLC New York $2.82B AUM 21.61% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $554M AUM 29.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
GCM
Goldman Capital Management New York $103M AUM 21.37% 1-Year Est. Return