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
51
$1.1M 0.9%
25,165
-1,780
52
$1.08M 0.88%
+39,540
53
$1.07M 0.87%
+48,100
54
$1.05M 0.86%
17,545
-265
55
$1.02M 0.84%
6,679
-1,354
56
$1.01M 0.83%
10,855
+3,520
57
$999K 0.82%
14,910
+2,200
58
$975K 0.8%
41,720
-4,762
59
$973K 0.79%
8,407
+1,470
60
$968K 0.79%
25,100
-7,300
61
$962K 0.79%
10,970
-3,730
62
$946K 0.77%
34,191
+4,751
63
$940K 0.77%
6,899
+1,160
64
$938K 0.77%
45,940
+5,780
65
$934K 0.76%
6,769
+1,088
66
$933K 0.76%
9,755
-2,190
67
$930K 0.76%
84,664
-82,753
68
$902K 0.74%
19,019
+549
69
$880K 0.72%
8,216
+1,400
70
$875K 0.71%
+11,119
71
$868K 0.71%
10,400
+1,760
72
$866K 0.71%
+26,452
73
$861K 0.7%
17,880
+3,060
74
$831K 0.68%
+7,200
75
$831K 0.68%
10,079
+405
1 2
3
4 5