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
$275M
AUM Growth
-$406K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.09M
3
+$1.28M
4
WH icon
Wyndham Hotels & Resorts
WH
+$1.23M
5
T icon
AT&T
T
+$658K

Top Sells

1
+$3.82M
2
+$2.86M
3
+$2.51M
4
CAH icon
Cardinal Health
CAH
+$1.4M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.27M

Sector Composition

1 Industrials 16.15%
2 Technology 14.06%
3 Consumer Discretionary 12.85%
4 Financials 10.71%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,420
177
– –
-8,000
178
– –
-4,669
179
– –
-55,422
4 5 6 7
8