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
76
$612K 0.48%
15,865
-6,440
77
$586K 0.46%
8,460
-3,895
78
$582K 0.46%
66,048
-4,217
79
$573K 0.45%
5,245
-2,640
80
$560K 0.44%
9,451
-14,209
81
$556K 0.44%
8,060
-3,960
82
$524K 0.41%
7,580
-7,419
83
$509K 0.4%
26,090
-13,145
84
$489K 0.39%
13,460
85
$488K 0.38%
30,595
-11,915
86
$461K 0.36%
4,563
87
$461K 0.36%
8,531
+1,471
88
$460K 0.36%
7,793
-4,668
89
$412K 0.32%
+5,769
90
$403K 0.32%
5,367
-12,123
91
$398K 0.31%
58,211
-5,937
92
$376K 0.3%
+5,184
93
$375K 0.3%
4,608
+273
94
$371K 0.29%
5,884
+1,435
95
$353K 0.28%
+2,238
96
$341K 0.27%
4,688
+693
97
$325K 0.26%
+7,021
98
$319K 0.25%
+9,961
99
$311K 0.25%
+4,375
100
$306K 0.24%
+9,722
2 3
4
5 6