PU
Petiole USA Portfolio holdings
AUM
$141M
1-Year Return
25.2%
This Quarter Return
+3.64%
1 Year Return
+25.2%
3 Year Return
+36.01%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
-$187K
(-0.13%)
Cap. Flow
-$4.17M
Cap. Flow
% of AUM
-2.95%
Top 10 Holdings %
Top 10 Hldgs %
46.02%
Holding
39
New
1
Increased
–
Reduced
2
Closed
2
Top Buys
| 1 |
Renasant Corp
RNST
|
+$7.07M |
Top Sells
| 1 |
FBMS
The First Bancshares, Inc.
FBMS
|
+$6.66M |
| 2 |
CB Financial Services
CBFV
|
+$1.98M |
| 3 |
Eagle Bancorp Montana
EBMT
|
+$1.43M |
| 4 |
HTB
HomeTrust Bancshares, Inc.
HTB
|
+$1.18M |
Sector Composition
| 1 | Financials | 100% |
