PP

Pertento Partners Portfolio holdings

AUM $886M
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
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 +$28M
3 +$26.3M
4
HEES
H&E Equipment Services
HEES
+$23.3M
5
SIMO icon
Silicon Motion
SIMO
+$19.8M

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