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
51
$1.05M 0.83%
11,188
-2,296
52
$1.05M 0.83%
22,561
+3,336
53
$1.02M 0.81%
17,071
-8,650
54
$1.01M 0.8%
12,968
-2,194
55
$1.01M 0.79%
9,836
+1,014
56
$992K 0.78%
49,304
-9,656
57
$978K 0.77%
20,225
-4,525
58
$959K 0.76%
+13,065
59
$945K 0.74%
+7,193
60
$910K 0.72%
+14,768
61
$901K 0.71%
19,370
+1,495
62
$892K 0.7%
15,229
+1,604
63
$885K 0.7%
16,836
+1,156
64
$877K 0.69%
28,478
+2,468
65
$877K 0.69%
+15,277
66
$874K 0.69%
+4,723
67
$872K 0.69%
6,873
+3,898
68
$858K 0.68%
+14,372
69
$790K 0.62%
17,911
-2,609
70
$748K 0.59%
6,560
-3,543
71
$678K 0.53%
8,636
72
$667K 0.53%
20,609
-1,566
73
$638K 0.5%
5,114
-480
74
$632K 0.5%
6,688
-4,850
75
$613K 0.48%
2,356
-764
1 2
3
4 5