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PU

Petiole USA Portfolio holdings

AUM $143M
1-Year Est. Return 19.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$16

Top Sells

1
+$872K
2
+$619K
3
+$589K
4
HBAN icon
Huntington Bancshares
HBAN
+$328K
5
CMA
Comerica
CMA
+$322K

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 1.79%
161,151
-14,270
27
$2.52M 1.74%
154,660
28
$2.42M 1.67%
147,487
29
$2.42M 1.67%
230,222
30
$2.34M 1.61%
23,625
-2,090
31
$2.33M 1.61%
57,364
32
$2.18M 1.51%
33,285
-3,480
33
$2.13M 1.47%
82,890
-6,890
34
$2.07M 1.43%
262,697
35
$1.77M 1.22%
71,651
36
$891K 0.62%
51,585
-51,226
37
– –
-15,741
1
2