PC

Palo Capital Portfolio holdings

AUM $236M
1-Year Est. Return 5.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-5.33%
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
+$1.84M
2
+$1.79M
3
+$1.54M
4
GNTX icon
Gentex
GNTX
+$1.3M
5
CMI icon
Cummins
CMI
+$1.28M

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
126
$209K 0.16%
+7,786
127
$208K 0.16%
+4,275
128
$206K 0.16%
+5,720
129
$206K 0.16%
+10,188
130
$206K 0.16%
14,800
+3,006
131
$205K 0.16%
+14,100
132
$205K 0.16%
+5,182
133
$204K 0.16%
+3,596
134
$204K 0.16%
+16,521
135
$202K 0.16%
+24,161
136
$202K 0.16%
24,990
-44,910
137
$201K 0.16%
+3,370
138
$201K 0.16%
+7,397
139
$201K 0.16%
+6,400
140
$201K 0.16%
+22,059
141
$201K 0.16%
+8,527
142
$201K 0.16%
+5,348
143
$200K 0.16%
+7,730
144
$199K 0.16%
+10,274
145
$196K 0.15%
+15,100
146
$193K 0.15%
+1,340
147
$193K 0.15%
+10,074
148
$191K 0.15%
+16,300
149
$190K 0.15%
+4,940
150
$190K 0.15%
+17,351
4 5
6
7 8