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PCM

Palouse Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 15.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
-$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$1.85M
3
+$1.2M
4
META icon
Meta Platforms (Facebook)
META
+$729K
5
MRSH
Marsh
MRSH
+$623K

Top Sells

1
+$2.11M
2
+$1.63M
3
+$1.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.01M
5
LRCX icon
Lam Research
LRCX
+$923K

Sector Composition

1 Technology 19.74%
2 Financials 12.7%
3 Healthcare 11.81%
4 Communication Services 8.68%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
126
Tesla
TSLA
$1.52T
$22.5K 0.01%
50
IUSB icon
127
iShares Core Universal USD Bond ETF
IUSB
$42B
$22.2K 0.01%
+477
DVAX
128
DELISTED
Dynavax Technologies
DVAX
$19.4K 0.01%
1,260
TPR icon
129
Tapestry
TPR
$30.2B
$18.5K 0.01%
+145
BA icon
130
Boeing
BA
$179B
$16.3K 0.01%
75
VRNT
131
DELISTED
Verint Systems
VRNT
$13.7K 0.01%
669
-8,500
INTC icon
132
Intel
INTC
$588B
$13.4K 0.01%
+363
WYNN icon
133
Wynn Resorts
WYNN
$10.8B
$12K 0.01%
100
VO icon
134
Vanguard Mid-Cap ETF
VO
$105B
$11K 0.01%
+152
IEFA icon
135
iShares Core MSCI EAFE ETF
IEFA
$185B
$10.9K 0.01%
+122
BKNG icon
136
Booking.com
BKNG
$136B
$10.7K 0.01%
+50
MRK icon
137
Merck
MRK
$284B
$10.5K 0.01%
+100
USHY icon
138
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.7B
$10.1K 0.01%
+271
SSTK icon
139
Shutterstock
SSTK
$498M
$9K 0.01%
471
-4,486
GSLC icon
140
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$8.6K 0.01%
+65
IWB icon
141
iShares Russell 1000 ETF
IWB
$48.3B
$8.22K 0.01%
22
EMB icon
142
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
$7.51K ﹤0.01%
+78
SCHZ icon
143
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$6.17K ﹤0.01%
264
BROS icon
144
Dutch Bros
BROS
$9.06B
$6.12K ﹤0.01%
100
VMBS icon
145
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$5.79K ﹤0.01%
+123
HGER icon
146
Harbor Commodity All-Weather Strategy ETF
HGER
$3.14B
$4.54K ﹤0.01%
+183
IJH icon
147
iShares Core S&P Mid-Cap ETF
IJH
$122B
$4.36K ﹤0.01%
+66
XLF icon
148
State Street Financial Select Sector SPDR ETF
XLF
$51.4B
$4.11K ﹤0.01%
75
IEMG icon
149
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$3.29K ﹤0.01%
+49
BLK icon
150
Blackrock
BLK
$163B
$3.21K ﹤0.01%
+3
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6
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