PU
Petiole USA Portfolio holdings
AUM
$141M
This Quarter Return
-11.56%
1 Year Return
+25.2%
3 Year Return
+36.01%
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(-11%)
Cap. Flow
+$604K
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
45.09%
Holding
43
New
2
Increased
8
Reduced
3
Closed
4
Top Buys
| 1 |
Western Alliance Bancorporation
WAL
|
$3.35M |
| 2 |
Citizens Financial Group
CFG
|
$2.03M |
| 3 |
First Citizens BancShares
FCNCA
|
$1.96M |
| 4 |
First Merchants
FRME
|
$1.75M |
| 5 |
PACW
PacWest Bancorp
PACW
|
$400K |
Top Sells
| 1 |
First Horizon
FHN
|
$4.75M |
| 2 |
ISBC
Investors Bancorp, Inc.
ISBC
|
$2.85M |
| 3 |
LEVL
Level One Bancorp, Inc. Common Stock
LEVL
|
$1.4M |
| 4 |
First Savings Financial Group
FSFG
|
$548K |
| 5 |
ACNB Corp
ACNB
|
$116K |
Sector Composition
| 1 | Financials | 97.28% |
