PCM

Palouse Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 8.19%
This Quarter Est. Return
1 Year Est. Return
+8.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.9M
3
+$1.48M
4
AMD icon
Advanced Micro Devices
AMD
+$1.15M
5
CMCSA icon
Comcast
CMCSA
+$685K

Top Sells

1
+$3.15M
2
+$2.36M
3
+$1.12M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$823K
5
AAPL icon
Apple
AAPL
+$406K

Sector Composition

1 Technology 17.66%
2 Consumer Staples 12.52%
3 Financials 12.34%
4 Healthcare 9.33%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFBC icon
101
Preferred Bank
PFBC
$1.14B
$83.6K 0.06%
999
DAR icon
102
Darling Ingredients
DAR
$5.42B
$79.9K 0.05%
2,558
PGX icon
103
Invesco Preferred ETF
PGX
$3.92B
$74.4K 0.05%
6,629
USFD icon
104
US Foods
USFD
$16.9B
$72.8K 0.05%
1,112
-799
AMKR icon
105
Amkor Technology
AMKR
$7.89B
$72.4K 0.05%
4,010
+1,375
COHU icon
106
Cohu
COHU
$1.05B
$72.3K 0.05%
4,918
+2,525
DFH icon
107
Dream Finders Homes
DFH
$2.15B
$70.6K 0.05%
3,131
+55
JNK icon
108
SPDR Bloomberg High Yield Bond ETF
JNK
$8.16B
$69.5K 0.05%
729
-16
CMCO icon
109
Columbus McKinnon
CMCO
$443M
$67.9K 0.05%
4,013
SDY icon
110
SPDR S&P Dividend ETF
SDY
$20.2B
$67.3K 0.05%
496
-6,069
COP icon
111
ConocoPhillips
COP
$113B
$63K 0.04%
600
PEP icon
112
PepsiCo
PEP
$207B
$60K 0.04%
400
ACLS icon
113
Axcelis
ACLS
$2.63B
$56.4K 0.04%
1,135
SCHM icon
114
Schwab US Mid-Cap ETF
SCHM
$13.6B
$56.3K 0.04%
2,150
-18
FDX icon
115
FedEx
FDX
$55.8B
$55.8K 0.04%
229
-61
HPQ icon
116
HP
HPQ
$26.1B
$53.8K 0.04%
1,942
IVE icon
117
iShares S&P 500 Value ETF
IVE
$42.2B
$49.4K 0.03%
259
XLP icon
118
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$44.8K 0.03%
548
MGPI icon
119
MGP Ingredients
MGPI
$521M
$43K 0.03%
1,462
PGF icon
120
Invesco Financial Preferred ETF
PGF
$796M
$37K 0.03%
2,588
IJK icon
121
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.27B
$30.6K 0.02%
368
IJJ icon
122
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8B
$29.2K 0.02%
244
IJT icon
123
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.3B
$28.9K 0.02%
232
IJS icon
124
iShares S&P Small-Cap 600 Value ETF
IJS
$6.72B
$23.8K 0.02%
244
DVAX icon
125
Dynavax Technologies
DVAX
$1.18B
$16.3K 0.01%
1,260
2 3 4
5
6