PC
Palo Capital Portfolio holdings
AUM
$236M
1-Year Return
5.3%
This Quarter Return
+0.99%
1 Year Return
-5.3%
3 Year Return
+34.6%
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
+$165M
(+130%)
Cap. Flow
+$164M
Cap. Flow
% of AUM
56.33%
Top 10 Holdings %
Top 10 Hldgs %
18.96%
Holding
262
New
97
Increased
109
Reduced
4
Closed
52
Top Buys
| 1 |
Verizon
VZ
|
$5.55M |
| 2 |
Abbott
ABT
|
$4.56M |
| 3 |
Duke Energy
DUK
|
$4.02M |
| 4 |
Apple
AAPL
|
$3.79M |
| 5 |
Paychex
PAYX
|
$3.55M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$1.64M |
| 2 |
3M
MMM
|
$1.4M |
| 3 |
Rockwell Automation
ROK
|
$1.31M |
| 4 |
John Wiley & Sons Class A
WLY
|
$1.3M |
| 5 |
Gen Digital
GEN
|
$1.12M |
Sector Composition
| 1 | Healthcare | 16.7% |
| 2 | Industrials | 15.04% |
| 3 | Technology | 14.46% |
| 4 | Consumer Staples | 11.69% |
| 5 | Consumer Discretionary | 11.03% |
