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
$122M
AUM Growth
-$34.5M
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 56.9%
2 Healthcare 42.25%
3 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$69.2M 56.9%
1,314,493
2
$50M 41.15%
5,545,371
3
$1.34M 1.1%
325,471
4
$1.03M 0.85%
898,278