PC
Pomelo Capital Portfolio holdings
AUM
$202M
This Quarter Return
+0.1%
1 Year Return
+0.25%
3 Year Return
-0.54%
5 Year Return
-10.15%
10 Year Return
–
AUM
$347M
AUM Growth
+$347M
(+1.2%)
Cap. Flow
-$36.8M
Cap. Flow
% of AUM
-10.6%
Top 10 Holdings %
Top 10 Hldgs %
52.18%
Holding
132
New
2
Increased
2
Reduced
8
Closed
5
Top Buys
| 1 |
Tesla
TSLA
|
$3.05M |
| 2 |
SDRL
Seadrill Limited Common Stock
SDRL
|
$606K |
| 3 |
Tenet Healthcare
THC
|
$371K |
| 4 |
WFT
Weatherford International plc
WFT
|
$274K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$16M |
| 2 |
United Airlines
UAL
|
$6.87M |
| 3 |
American Airlines Group
AAL
|
$6.06M |
| 4 |
Bausch Health
BHC
|
$4.14M |
| 5 |
MGM Resorts International
MGM
|
$1.95M |
Sector Composition
| 1 | Consumer Discretionary | 2.17% |
| 2 | Energy | 2.01% |
| 3 | Healthcare | 1.95% |
| 4 | Industrials | 1.43% |
| 5 | Materials | 0.72% |