PC
Palo Capital Portfolio holdings
AUM
$236M
1-Year Return
5.3%
This Quarter Return
+6.42%
1 Year Return
-5.3%
3 Year Return
+34.6%
5 Year Return
–
10 Year Return
–
AUM
$278M
AUM Growth
+$3.29M
(+1.2%)
Cap. Flow
-$10.9M
Cap. Flow
% of AUM
-3.92%
Top 10 Holdings %
Top 10 Hldgs %
19.71%
Holding
176
New
8
Increased
45
Reduced
85
Closed
29
Top Buys
| 1 |
AMC Entertainment Holdings
AMC
|
$4.55M |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$4.29M |
| 3 |
First Trust Preferred Securities and Income ETF
FPE
|
$3.01M |
| 4 |
Cirrus Logic
CRUS
|
$2.45M |
| 5 |
Louisiana-Pacific
LPX
|
$1.74M |
Top Sells
| 1 |
AAT
American Assets Trust
AAT
|
$5.84M |
| 2 |
eBay
EBAY
|
$2.6M |
| 3 |
Sherwin-Williams
SHW
|
$2.55M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.91M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
$1.78M |
Sector Composition
| 1 | Industrials | 18.03% |
| 2 | Technology | 14.66% |
| 3 | Consumer Discretionary | 12.01% |
| 4 | Healthcare | 10% |
| 5 | Financials | 9.72% |