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
$189M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.82M
3
+$1.1M
4
NUE icon
Nucor
NUE
+$1.1M
5
TCOM icon
Trip.com Group
TCOM
+$349K

Top Sells

1
+$1.91M
2
+$1.77M
3
+$1.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$712K
5
ULTA icon
Ulta Beauty
ULTA
+$317K

Sector Composition

1 Industrials 17.07%
2 Consumer Discretionary 16.82%
3 Technology 15.15%
4 Healthcare 12.1%
5 Financials 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.8%
10,214
+510
52
$1.5M 0.79%
20,102
+2,587
53
$1.47M 0.78%
8,603
-644
54
$1.38M 0.73%
26,710
+912
55
$1.34M 0.71%
5,286
-233
56
$1.28M 0.68%
19,658
-1,020
57
$1.26M 0.66%
5,012
-12
58
$1.25M 0.66%
7,609
-60
59
$1.23M 0.65%
22,801
+89
60
$1.22M 0.65%
13,825
-502
61
$1.22M 0.64%
11,591
+657
62
$1.14M 0.6%
33,559
+487
63
$1.1M 0.58%
10,779
-12
64
$1.1M 0.58%
+19,560
65
$996K 0.53%
10,636
-19
66
$987K 0.52%
10,136
-56
67
$952K 0.5%
49,041
+8,835
68
$944K 0.5%
13,772
+252
69
$925K 0.49%
33,293
+446
70
$900K 0.48%
12,326
+119
71
$876K 0.46%
9,170
+71
72
$871K 0.46%
18,080
-224
73
$858K 0.45%
44,673
+3,018
74
$857K 0.45%
8,087
+16
75
$832K 0.44%
24,928
+262
1 2
3
4 5