PP

Pertento Partners Portfolio holdings

AUM $910M
1-Year Est. Return 28.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$790M
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$35.6M
2 +$27.8M
3 +$27.1M
4
MDU icon
MDU Resources
MDU
+$26.2M
5
SIMO icon
Silicon Motion
SIMO
+$19.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.53%
2 Consumer Discretionary 15.83%
3 Healthcare 14.52%
4 Industrials 12.87%
5 Financials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
0