PP

Pegasus Partners Portfolio holdings

AUM $1.07B
1-Year Est. Return 32.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.2M
3
+$3.17M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.03M

Top Sells

1
+$14.4M
2
+$11.8M
3
+$10.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.92M
5
AAPL icon
Apple
AAPL
+$1.4M

Sector Composition

1 Technology 9.31%
2 Healthcare 4.4%
3 Financials 3.58%
4 Consumer Discretionary 2.99%
5 Industrials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
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