PAA

Peregrine Asset Advisers Portfolio holdings

AUM $354M
1-Year Est. Return 36.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1 +$7.92M
2 +$4.24M
3 +$4M
4
RUN icon
Sunrun
RUN
+$3.76M
5
UPS icon
United Parcel Service
UPS
+$3.65M

Top Sells

1 +$6.78M
2 +$5.57M
3 +$5.25M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.16M
5
CLX icon
Clorox
CLX
+$5.04M

Sector Composition

1 Consumer Staples 23.63%
2 Industrials 9.81%
3 Technology 8.17%
4 Consumer Discretionary 8.16%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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