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
$347M
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$486K
3
+$448K
4
WFT
Weatherford International plc
WFT
+$288K

Top Sells

1
+$16M
2
+$8.35M
3
+$5.65M
4
BHC icon
Bausch Health
BHC
+$5.23M
5
MGM icon
MGM Resorts International
MGM
+$2.08M

Sector Composition

1 Consumer Discretionary 2.17%
2 Energy 2.01%
3 Healthcare 1.95%
4 Industrials 1.43%
5 Materials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
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