PVM

Palogic Value Management Portfolio holdings

AUM $233M
1-Year Est. Return 4.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$8M
2 +$5.24M
3 +$5.14M
4
BHP icon
BHP
BHP
+$4.67M
5
VERX icon
Vertex
VERX
+$4.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.69%
2 Financials 10.92%
3 Energy 8.06%
4 Industrials 7.69%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$54.6K 0.03%
+15,335