PIP
Palisades Investment Partners Portfolio holdings
AUM
$265M
1-Year Est. Return
33.2%
This Fund
S&P 500
1 Year Est. Return
+33.2%
AUM
$265M
AUM Growth
+$10M
(+3.9%)
Holding
53
Top Buys
| 1 | +$5.26M | |
| 2 | +$1.2M | |
| 3 | +$746K | |
| 4 |
Park Aerospace
PKE
|
+$672K |
| 5 |
SPX Corp
SPXC
|
+$550K |
Top Sells
| 1 | +$2.16M | |
| 2 | +$1.35M | |
| 3 | +$115K | |
| 4 |
Badger Meter
BMI
|
+$42K |
Sector Composition
| 1 | Industrials | 35.98% |
| 2 | Healthcare | 22.92% |
| 3 | Technology | 18.12% |
| 4 | Financials | 13.93% |
| 5 | Consumer Discretionary | 3.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Ardelyx
ARDX
$1.87B
| $59.2K | 0.02% |
10,147
|
|
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|
CCRD
52
DELISTED
CoreCard
CCRD
| – | – |
-50,329
|
|
||
|
MPTI.WS
53
DELISTED
M-tron Industries Warrants
MPTI.WS
| – | – |
-65,856
|
|