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
$144M
AUM Growth
+$22.5M
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 Healthcare 50.28%
2 Technology 48.14%
3 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$71M 49.27%
5,545,371
2
$69.4M 48.14%
1,314,493
3
$2.28M 1.58%
898,278
4
$1.46M 1.01%
325,471