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
$170M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$1.14M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$931K
5
WFC icon
Wells Fargo
WFC
+$877K

Top Sells

1
+$2.71M
2
+$2.39M
3
+$2.11M
4
MD icon
Pediatrix Medical
MD
+$1.67M
5
PII icon
Polaris
PII
+$1.53M

Sector Composition

1 Industrials 17.31%
2 Consumer Discretionary 16.57%
3 Technology 14.34%
4 Healthcare 12.58%
5 Financials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.22%
979
-58
27
$2.02M 1.19%
15,017
+233
28
$1.96M 1.15%
119,325
+5,000
29
$1.94M 1.14%
57,743
-2,703
30
$1.91M 1.13%
30,413
+1,477
31
$1.91M 1.13%
20,088
-1,129
32
$1.88M 1.11%
18,856
-940
33
$1.8M 1.06%
47,408
-1,860
34
$1.79M 1.06%
11,859
-392
35
$1.76M 1.04%
12,017
-585
36
$1.75M 1.03%
21,655
-1,281
37
$1.74M 1.02%
7,370
+1,862
38
$1.69M 1%
29,244
-496
39
$1.64M 0.97%
8,973
-583
40
$1.62M 0.96%
20,288
-735
41
$1.62M 0.96%
11,377
-370
42
$1.62M 0.95%
9,609
-445
43
$1.61M 0.95%
15,089
-527
44
$1.6M 0.94%
17,844
+156
45
$1.57M 0.92%
41,757
-585
46
$1.56M 0.92%
19,061
-293
47
$1.56M 0.92%
18,419
+382
48
$1.55M 0.91%
8,269
-58
49
$1.51M 0.89%
22,953
+16,734
50
$1.51M 0.89%
15,377
-10,157
1
2
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