PC
Pomelo Capital Portfolio holdings
AUM
$202M
This Quarter Return
+0.46%
1 Year Return
+0.25%
3 Year Return
-0.54%
5 Year Return
-10.15%
10 Year Return
–
AUM
$224M
AUM Growth
–
Cap. Flow
+$35.1M
Cap. Flow
% of AUM
15.7%
Top 10 Holdings %
Top 10 Hldgs %
79.3%
Holding
70
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SAFE
Safehold
SAFE
|
$3.91M |
| 2 |
SPDR Gold Trust
GLD
|
$2.19M |
| 3 |
JCP
J.C. Penney Company, Inc.
JCP
|
$2.05M |
| 4 |
CHK
Chesapeake Energy Corporation
CHK
|
$2.04M |
| 5 |
WFT
Weatherford International plc
WFT
|
$1.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 4.17% |
| 2 | Energy | 3.41% |
| 3 | Real Estate | 1.75% |
| 4 | Financials | 1.46% |
| 5 | Technology | 0.98% |