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
$275M
AUM Growth
-$406K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.09M
3
+$1.28M
4
WH icon
Wyndham Hotels & Resorts
WH
+$1.23M
5
T icon
AT&T
T
+$658K

Top Sells

1
+$3.82M
2
+$2.86M
3
+$2.51M
4
CAH icon
Cardinal Health
CAH
+$1.4M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.27M

Sector Composition

1 Industrials 16.15%
2 Technology 14.06%
3 Consumer Discretionary 12.85%
4 Financials 10.71%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.76%
15,688
+133
52
$2.04M 0.74%
31,781
+419
53
$1.96M 0.71%
23,683
+15,496
54
$1.93M 0.7%
54,902
+1,358
55
$1.9M 0.69%
24,061
-98
56
$1.86M 0.68%
39,094
-514
57
$1.8M 0.66%
52,386
+541
58
$1.79M 0.65%
9,208
-47
59
$1.77M 0.65%
47,075
-862
60
$1.76M 0.64%
12,724
+73
61
$1.73M 0.63%
26,651
-14
62
$1.72M 0.63%
158,682
+6,000
63
$1.7M 0.62%
21,612
+321
64
$1.66M 0.6%
7,947
+99
65
$1.64M 0.6%
8,798
+145
66
$1.61M 0.59%
14,994
-356
67
$1.6M 0.58%
4,758
-18
68
$1.55M 0.56%
5,702
+78
69
$1.38M 0.5%
125,256
+3,372
70
$1.37M 0.5%
31,872
+407
71
$1.32M 0.48%
12,635
72
$1.31M 0.48%
11,947
+394
73
$1.27M 0.46%
20,903
-62,667
74
$1.27M 0.46%
20,396
+359
75
$1.24M 0.45%
24,976
-160
1 2
3
4 5