PU
Petiole USA Portfolio holdings
AUM
$141M
This Quarter Return
-2.17%
1 Year Return
+25.2%
3 Year Return
+36.01%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$128M
(-5.5%)
Cap. Flow
+$223K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
45.15%
Holding
40
New
1
Increased
1
Reduced
3
Closed
2
Top Buys
| 1 |
HomeStreet
HMST
|
$6.2M |
| 2 |
CNB Financial Corp
CCNE
|
$428K |
Top Sells
| 1 |
FLG
Flagstar Financial, Inc.
FLG
|
$2.05M |
| 2 |
Western Alliance Bancorporation
WAL
|
$1.6M |
| 3 |
Meridian
MRBK
|
$1.12M |
| 4 |
Comerica
CMA
|
$825K |
| 5 |
Citizens Financial Group
CFG
|
$798K |
Sector Composition
| 1 | Financials | 100% |
