PI

Pelion Inc Portfolio holdings

AUM $45M
1-Year Est. Return 29.85%
This Quarter Est. Return
1 Year Est. Return
+29.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$35.1M

Sector Composition

1 Technology 83.63%
2 Healthcare 15.83%
3 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$282M 83.63%
1,242,385
-154,707
2
$33M 9.81%
5,545,371
3
$20.3M 6.02%
325,471
4
$1.81M 0.54%
898,278