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
$127M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.64M
3
+$1.46M
4
GNTX icon
Gentex
GNTX
+$1.4M
5
PII icon
Polaris
PII
+$1.4M

Top Sells

1
+$1.49M
2
+$1.36M
3
+$1.26M
4
STGW icon
Stagwell
STGW
+$1.15M
5
KMB icon
Kimberly-Clark
KMB
+$1.1M

Sector Composition

1 Industrials 19.92%
2 Healthcare 15.71%
3 Technology 14.89%
4 Consumer Staples 9.85%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.1%
10,064
+381
27
$1.4M 1.1%
+14,161
28
$1.38M 1.09%
44,353
+6,378
29
$1.38M 1.09%
17,316
+6,261
30
$1.34M 1.05%
69,304
+5,182
31
$1.31M 1.03%
11,513
+1,389
32
$1.3M 1.02%
37,673
-5,763
33
$1.3M 1.02%
26,595
+2,045
34
$1.3M 1.02%
9,474
+405
35
$1.28M 1.01%
14,954
+5,011
36
$1.28M 1.01%
8,127
-24
37
$1.27M 1%
+26,170
38
$1.19M 0.94%
+11,981
39
$1.19M 0.94%
14,074
+676
40
$1.19M 0.93%
+24,986
41
$1.18M 0.93%
+78,833
42
$1.18M 0.93%
+18,111
43
$1.18M 0.93%
11,111
+1,802
44
$1.15M 0.91%
51,921
-16,350
45
$1.14M 0.9%
107,993
-6,015
46
$1.12M 0.88%
61,032
+5,004
47
$1.11M 0.88%
+16,858
48
$1.1M 0.87%
26,895
-1,975
49
$1.09M 0.86%
42,775
-5,340
50
$1.08M 0.85%
7,980
+2,839
1
2
3 4 5