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PIP

PB Investment Partners Portfolio holdings

AUM $127M
1-Year Est. Return 0.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$234K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.54M
3
+$701K

Top Sells

1
+$8.6M
2
+$514K

Sector Composition

1 Financials 75.28%
2 Consumer Discretionary 24.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.8M 22.27%
154,259
2
$28.9M 19.62%
691,136
+81,038
3
$21.8M 14.81%
163,726
4
$17.9M 12.14%
316,721
5
$16.9M 11.46%
327,081
-10,532
6
$15.8M 10.71%
13,529
+3,170
7
$7.52M 5.1%
930,119
+94,623
8
$5.73M 3.89%
23,199
-34,887