PC
Palo Capital Portfolio holdings
AUM
$236M
This Quarter Return
+3.56%
1 Year Return
-5.3%
3 Year Return
+34.6%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(-3.7%)
Cap. Flow
-$6.79M
Cap. Flow
% of AUM
-6.15%
Top 10 Holdings %
Top 10 Hldgs %
20.42%
Holding
159
New
27
Increased
36
Reduced
52
Closed
37
Top Buys
| 1 |
Verizon
VZ
|
$2.24M |
| 2 |
NextEra Energy, Inc.
NEE
|
$2.04M |
| 3 |
Carter's
CRI
|
$1.2M |
| 4 |
Huntington Ingalls Industries
HII
|
$1.15M |
| 5 |
Biogen
BIIB
|
$956K |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$2.15M |
| 2 |
Schlumberger
SLB
|
$1.53M |
| 3 |
Qualcomm
QCOM
|
$1.47M |
| 4 |
Broadridge
BR
|
$1.37M |
| 5 |
Expeditors International
EXPD
|
$1.28M |
Sector Composition
| 1 | Healthcare | 17.83% |
| 2 | Technology | 16.87% |
| 3 | Industrials | 15.88% |
| 4 | Consumer Staples | 12.3% |
| 5 | Consumer Discretionary | 9.44% |
