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
51
$1.5M 0.88%
16,706
-800
52
$1.48M 0.87%
20,193
-3,842
53
$1.43M 0.84%
10,872
+289
54
$1.42M 0.84%
17,033
-4,726
55
$1.37M 0.81%
138,990
-28,032
56
$1.33M 0.78%
9,346
+4,628
57
$1.32M 0.78%
22,662
+419
58
$1.29M 0.76%
20,761
-247
59
$1.29M 0.76%
9,728
-423
60
$1.28M 0.75%
7,619
+56
61
$1.1M 0.65%
6,225
-2,116
62
$1.07M 0.63%
33,037
+12,666
63
$1.02M 0.6%
10,441
-95
64
$999K 0.59%
10,225
-88
65
$978K 0.58%
13,081
+129
66
$931K 0.55%
+15,784
67
$868K 0.51%
5,853
-99
68
$849K 0.5%
12,018
+54
69
$837K 0.49%
+18,304
70
$832K 0.49%
40,902
-1,498
71
$828K 0.49%
16,447
+388
72
$814K 0.48%
8,714
+28
73
$811K 0.48%
7,419
-34
74
$803K 0.47%
30,889
+127
75
$785K 0.46%
23,231
+1,425
1 2
3
4 5