PC
Palo Capital Portfolio holdings
AUM
$236M
1-Year Est. Return
5.3%
1 Year Est. Return
-5.3%
AUM
$236M
AUM Growth
-$42.4M
(-15%)
Holding
158
Top Buys
| 1 | +$4.12M | |
| 2 | +$2.95M | |
| 3 | +$2.6M | |
| 4 |
Louisiana-Pacific
LPX
|
+$2.15M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$1.8M |
Top Sells
| 1 | +$4.17M | |
| 2 | +$2.79M | |
| 3 | +$2.35M | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$2.21M |
| 5 |
Carter's
CRI
|
+$2.12M |
Sector Composition
| 1 | Industrials | 17.76% |
| 2 | Technology | 12.87% |
| 3 | Healthcare | 10.45% |
| 4 | Consumer Discretionary | 10.21% |
| 5 | Financials | 9.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
SLB Ltd
SLB
$55.7B
| – | – |
-7,369
|
|
||
152
Stagwell
STGW
$1.35B
| – | – |
-58,004
|
|
||
153
Cambria Shareholder Yield ETF
SYLD
$895M
| – | – |
-6,057
|
|
||
154
Vanguard Small-Cap ETF
VB
$69.3B
| – | – |
-2,656
|
|
||
155
Valero Energy
VLO
$54.3B
| – | – |
-2,435
|
|
||
156
Western Digital
WDC
$53.5B
| – | – |
-6,075
|
|
||
157
State Street SPDR S&P Biotech ETF
XBI
$8.03B
| – | – |
-43,522
|
|
||
158
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
| – | – |
-1,903
|
|