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
$115M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$998K
3 +$898K
4
META icon
Meta Platforms (Facebook)
META
+$855K
5
SLB icon
SLB Limited
SLB
+$783K

Top Sells

1 +$2.07M
2 +$1.28M
3 +$1.25M
4
DOX icon
Amdocs
DOX
+$1.06M
5
BIIB icon
Biogen
BIIB
+$877K

Sector Composition

1 Technology 19.24%
2 Healthcare 15.39%
3 Industrials 14.96%
4 Consumer Staples 11.93%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$366K 0.32%
5,255
+745
102
$361K 0.31%
5,025
+860
103
$352K 0.31%
11,815
+1,897
104
$337K 0.29%
2,920
+415
105
$337K 0.29%
+9,521
106
$335K 0.29%
2,900
+500
107
$321K 0.28%
+6,730
108
$308K 0.27%
2,355
+355
109
$305K 0.27%
6,120
+920
110
$302K 0.26%
3,060
+460
111
$298K 0.26%
2,025
+490
112
$287K 0.25%
11,540
113
$277K 0.24%
4,320
+660
114
$261K 0.23%
4,108
115
$205K 0.18%
+5,450
116
$200K 0.17%
+4,976
117
$169K 0.15%
10,100
-890
118
$102K 0.09%
+3,160
119
$100K 0.09%
+15,713
120
$100K 0.09%
+14,400
121
$99K 0.09%
+15,200
122
$91K 0.08%
+10,804
123
$91K 0.08%
+14,155
124
$91K 0.08%
+2,963
125
$90K 0.08%
+13,821