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
101
$305K 0.24%
+16,330
102
$302K 0.24%
+10,623
103
$295K 0.23%
10,477
-2,693
104
$294K 0.23%
9,058
+1,498
105
$294K 0.23%
+26,855
106
$290K 0.23%
4,108
107
$289K 0.23%
+7,993
108
$287K 0.23%
18,731
-8,010
109
$277K 0.22%
+4,157
110
$275K 0.22%
26,220
-14,395
111
$273K 0.22%
+15,590
112
$253K 0.2%
+10,827
113
$250K 0.2%
2,718
+448
114
$248K 0.2%
+11,237
115
$241K 0.19%
+26,552
116
$238K 0.19%
+4,931
117
$238K 0.19%
5,700
-1,030
118
$234K 0.18%
+3,385
119
$227K 0.18%
9,200
-2,340
120
$227K 0.18%
+20,600
121
$224K 0.18%
+8,990
122
$221K 0.17%
+4,333
123
$218K 0.17%
+16,600
124
$212K 0.17%
+15,176
125
$210K 0.17%
+9,624
3 4
5
6 7