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
$129M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$4.55M
3 +$2.66M
4
FNB icon
FNB Corp
FNB
+$2.14M
5
EBMT icon
Eagle Bancorp Montana
EBMT
+$1.83M

Top Sells

1 +$4.51M
2 +$4.17M
3 +$4.1M
4
PFS icon
Provident Financial Services
PFS
+$3.77M
5
UCB
United Community Banks
UCB
+$2.47M

Sector Composition

1 Financials 96.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-95,500
52
-175,000