PC

Palo Capital Portfolio holdings

AUM $236M
1-Year Est. Return 5.3%
This Quarter Est. Return
1 Year Est. Return
-5.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.83M
3
+$1.75M
4
CHRW icon
C.H. Robinson
CHRW
+$1.31M
5
GILD icon
Gilead Sciences
GILD
+$1.27M

Top Sells

1
+$1.76M
2
+$1.74M
3
+$1.69M
4
ATVI
Activision Blizzard
ATVI
+$1.29M
5
CSC
Computer Sciences
CSC
+$1.18M

Sector Composition

1 Technology 21.18%
2 Industrials 15.03%
3 Healthcare 13.5%
4 Consumer Discretionary 11%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.16%
32,973
-260
27
$1.39M 1.14%
15,555
-985
28
$1.39M 1.13%
114,614
+936
29
$1.38M 1.13%
19,905
+10,728
30
$1.36M 1.11%
17,344
+945
31
$1.36M 1.11%
49,077
-2,753
32
$1.35M 1.1%
24,885
-44
33
$1.33M 1.08%
13,690
-140
34
$1.32M 1.08%
19,197
+250
35
$1.31M 1.07%
+17,900
36
$1.29M 1.06%
16,610
-30
37
$1.29M 1.05%
14,925
-2,130
38
$1.27M 1.04%
+12,935
39
$1.27M 1.03%
19,005
-2,935
40
$1.26M 1.03%
152,832
-68,340
41
$1.23M 1%
65,000
+7,165
42
$1.22M 1%
10,515
+650
43
$1.22M 1%
54,310
-57,505
44
$1.21M 0.99%
9,919
-2,040
45
$1.2M 0.98%
12,405
+1,520
46
$1.16M 0.94%
+55,402
47
$1.15M 0.94%
+21,160
48
$1.12M 0.92%
34,405
-3,320
49
$1.12M 0.91%
24,715
-1,140
50
$1.12M 0.91%
94,135
+4,597
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