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
$218M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$894K

Sector Composition

1 Technology 70.51%
2 Healthcare 28.99%
3 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$154M 70.51%
1,314,493
-7,650
2
$61.6M 28.28%
5,545,371
3
$1.55M 0.71%
325,471
4
$1.07M 0.49%
898,278