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
$106M
AUM Growth
+$765K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$367K
2
+$355K
3
+$342K
4
MSFT icon
Microsoft
MSFT
+$340K
5
FISV
Fiserv Inc
FISV
+$339K

Top Sells

1
+$3.05M
2
+$2.25K
3
+$979

Sector Composition

1 Technology 39.93%
2 Industrials 14.78%
3 Consumer Discretionary 14.74%
4 Financials 14.38%
5 Healthcare 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$322K 0.3%
2,296
27
$267K 0.25%
+2,160
28
$215K 0.2%
+1,004
29
– –
-32,277
1
2