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PKC

Palmer Knight Company Portfolio holdings

AUM $205M
1-Year Est. Return 9.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$6.83M
3
+$4.02M
4
MSFT icon
Microsoft
MSFT
+$2.92M
5
TT icon
Trane Technologies
TT
+$2.85M

Top Sells

1
+$8.39M
2
+$5.48M
3
+$306K
4
COF icon
Capital One
COF
+$273K
5
ADBE icon
Adobe
ADBE
+$232K

Sector Composition

1 Industrials 26.97%
2 Technology 24.12%
3 Financials 14.71%
4 Consumer Discretionary 10.78%
5 Healthcare 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOLS
26
Solstice Advanced Materials
SOLS
$13.6B
$3.72M 1.81%
48,823
+40,052
META icon
27
Meta Platforms (Facebook)
META
$1.47T
$3.59M 1.75%
+6,267
NVDA icon
28
NVIDIA
NVDA
$5.1T
$3.09M 1.51%
17,721
+164
MAR icon
29
Marriott International
MAR
$104B
$749K 0.37%
2,290
LNG icon
30
Cheniere Energy
LNG
$47.6B
$355K 0.17%
1,251
UNH icon
31
UnitedHealth
UNH
$364B
$267K 0.13%
985
ABCB icon
32
Ameris Bancorp
ABCB
$5.89B
$242K 0.12%
3,109
BR icon
33
Broadridge
BR
$15.9B
– –
-24,569
ORCL icon
34
Oracle
ORCL
$530B
– –
-1,028
PAYX icon
35
Paychex
PAYX
$35.2B
– –
-74,776
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