PKC

Palmer Knight Company Portfolio holdings

AUM $191M
1-Year Est. Return 5.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$1.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.39M
3
+$749K
4
SRCL
Stericycle Inc
SRCL
+$275K
5
WM icon
Waste Management
WM
+$272K

Top Sells

1
+$1.69M
2
+$1.32M
3
+$1.31M
4
GPN icon
Global Payments
GPN
+$1.22M
5
CTAS icon
Cintas
CTAS
+$1.06M

Sector Composition

1 Technology 29.32%
2 Healthcare 20.39%
3 Consumer Discretionary 14.57%
4 Industrials 14.33%
5 Financials 12.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-8,098
1
2