PC

Pomelo Capital Portfolio holdings

AUM $202M
1-Year Est. Return 1.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-1.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$6.01M
3
+$4.69M
4
BKD icon
Brookdale Senior Living
BKD
+$4.59M
5
LUMN icon
Lumen
LUMN
+$2.18M

Top Sells

1
+$3.24M
2
+$1.94M
3
+$1.27M
4
GM icon
General Motors
GM
+$425K
5
TOL icon
Toll Brothers
TOL
+$415K

Sector Composition

1 Consumer Discretionary 8.23%
2 Healthcare 4.96%
3 Energy 3.08%
4 Industrials 2.07%
5 Communication Services 0.82%
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