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
$278M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$4.55M
2 +$4.29M
3 +$3.01M
4
CRUS icon
Cirrus Logic
CRUS
+$2.45M
5
LPX icon
Louisiana-Pacific
LPX
+$1.74M

Sector Composition

1 Industrials 18.03%
2 Technology 14.66%
3 Consumer Discretionary 12.01%
4 Healthcare 10%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CA
176
DELISTED
CA, Inc.
CA
-27,341