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
$128M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.46M
3 +$1.41M
4
LYB icon
LyondellBasell Industries
LYB
+$1.41M
5
CMCSA icon
Comcast
CMCSA
+$1.31M

Top Sells

1 +$2.39M
2 +$2.33M
3 +$1.26M
4
ATVI
Activision Blizzard
ATVI
+$1.22M
5
HAL icon
Halliburton
HAL
+$1.1M

Sector Composition

1 Technology 18.82%
2 Healthcare 15.79%
3 Industrials 13.67%
4 Consumer Discretionary 11.2%
5 Consumer Staples 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.13M 0.89%
21,010
-150
52
$1.11M 0.87%
22,185
-5,701
53
$1.09M 0.85%
11,210
+240
54
$1.07M 0.84%
8,899
-1,020
55
$1.07M 0.84%
22,010
-2,705
56
$1.06M 0.83%
19,465
-8,380
57
$1.05M 0.83%
6,778
+99
58
$1.05M 0.82%
16,255
-5,915
59
$1.04M 0.82%
25,700
+600
60
$1.04M 0.81%
17,140
-405
61
$1M 0.78%
85,788
+58,396
62
$972K 0.76%
44,875
-3,225
63
$959K 0.75%
14,595
-4,410
64
$934K 0.73%
11,375
+520
65
$934K 0.73%
58,495
-6,505
66
$932K 0.73%
+14,210
67
$928K 0.73%
10,765
+365
68
$909K 0.71%
8,387
-20
69
$893K 0.7%
13,892
-5,305
70
$878K 0.69%
6,805
+36
71
$877K 0.69%
+2,202
72
$874K 0.68%
8,251
+35
73
$869K 0.68%
9,310
-445
74
$831K 0.65%
17,080
+255
75
$829K 0.65%
619
+2