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
$163M
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 83.78%
2 Healthcare 15.09%
3 Industrials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$137M 83.78%
1,242,385
2
$16.9M 10.34%
5,545,371
3
$7.75M 4.75%
325,471
4
$1.83M 1.12%
898,278