PU

Petiole USA Portfolio holdings

AUM $141M
1-Year Est. Return 25.2%
This Quarter Est. Return
1 Year Est. Return
+25.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$8.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$754K

Top Sells

1
+$1.67M
2
+$1.12M
3
+$1.07M
4
SNV icon
Synovus
SNV
+$766K
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$736K

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.65%
154,660
27
$1.97M 1.65%
25,715
28
$1.79M 1.5%
89,780
29
$1.69M 1.42%
147,487
30
$1.62M 1.36%
118,421
31
$1.5M 1.25%
69,563
32
$1.49M 1.25%
41,454
33
$1.26M 1.06%
39,400
-15,000
34
$1.2M 1.01%
71,651
35
$1.14M 0.96%
85,000
36
$1.14M 0.96%
108,801
37
$1.12M 0.94%
21,855
-21,870
38
$717K 0.6%
274,775
1
2