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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
151
$185K 0.15%
+20,200
152
$184K 0.15%
+14,900
153
$183K 0.14%
+16,204
154
$182K 0.14%
+16,407
155
$173K 0.14%
+18,514
156
$171K 0.13%
+16,968
157
$170K 0.13%
+18,515
158
$168K 0.13%
+14,378
159
$166K 0.13%
+11,036
160
$158K 0.12%
+27,068
161
$152K 0.12%
+12,294
162
$122K 0.1%
17,285
+6,693
163
– –
-16,296
164
– –
-8,621
165
– –
-27,894
166
– –
-16,408
167
– –
-2,447
168
– –
-13,705
169
– –
-27,992
170
– –
-9,796
171
– –
-11,117
172
– –
-13,521
173
– –
-4,936
174
– –
-11,607
175
– –
-14,800
4 5 6
7
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