WPC

White Pine Capital Portfolio holdings

AUM $315M
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$700K
3 +$662K
4
APYX icon
Apyx Medical
APYX
+$659K
5
CGNT
Cogentix Medical, Inc.
CGNT
+$539K

Top Sells

1 +$1.06M
2 +$700K
3 +$494K
4
BFX
BowFlex Inc.
BFX
+$416K
5
IIIN icon
Insteel Industries
IIIN
+$370K

Sector Composition

1 Industrials 20.59%
2 Technology 13.52%
3 Financials 9.43%
4 Healthcare 9.4%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-455,165
227
-19,550
228
-12,625
229
-84,375
230
-10,777