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
$170M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$1.14M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$931K
5
WFC icon
Wells Fargo
WFC
+$877K

Top Sells

1
+$2.71M
2
+$2.39M
3
+$2.11M
4
MD icon
Pediatrix Medical
MD
+$1.67M
5
PII icon
Polaris
PII
+$1.53M

Sector Composition

1 Industrials 17.31%
2 Consumer Discretionary 16.57%
3 Technology 14.34%
4 Healthcare 12.58%
5 Financials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.94M 2.91%
101,270
+2,432
2
$3.73M 2.2%
103,760
-672
3
$3.72M 2.19%
+111,667
4
$3.69M 2.18%
104,357
-2,801
5
$3.69M 2.17%
22,308
-448
6
$3.5M 2.06%
98,838
+32,315
7
$3.43M 2.02%
106,800
-4,112
8
$3.28M 1.93%
26,324
-364
9
$3.22M 1.89%
72,408
+293
10
$3.17M 1.87%
19,063
+2,534
11
$3.17M 1.87%
38,838
+964
12
$3.03M 1.79%
142,130
-2,184
13
$2.93M 1.73%
27,312
-237
14
$2.92M 1.72%
121,647
+1,419
15
$2.82M 1.66%
16,894
-557
16
$2.73M 1.61%
31,510
+53
17
$2.58M 1.52%
43,813
-283
18
$2.49M 1.47%
15,664
-379
19
$2.45M 1.45%
23,730
+606
20
$2.43M 1.43%
31,429
-1,066
21
$2.39M 1.41%
30,482
+9,870
22
$2.34M 1.38%
42,033
+15,756
23
$2.25M 1.33%
28,665
-995
24
$2.08M 1.23%
22,397
+620
25
$2.06M 1.22%
10,315
-554
1
2 3 4 5