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
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4 5 6 7
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