PCM
Park Capital Management Portfolio holdings
AUM
$125M
1-Year Est. Return
28.74%
1 Year Est. Return
+28.74%
AUM
$108M
AUM Growth
+$22.4M
(+26%)
Holding
79
Top Buys
| 1 | +$3.55M | |
| 2 | +$3.47M | |
| 3 | +$722K | |
| 4 |
GE Aerospace
GE
|
+$718K |
| 5 |
Palantir
PLTR
|
+$661K |
Top Sells
| 1 | +$540K | |
| 2 | +$474K | |
| 3 | +$269K | |
| 4 |
McDonald's
MCD
|
+$263K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$242K |
Sector Composition
| 1 | Technology | 25.42% |
| 2 | Financials | 6.63% |
| 3 | Consumer Discretionary | 4.42% |
| 4 | Communication Services | 3.98% |
| 5 | Consumer Staples | 3.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
McDonald's
MCD
$221B
| – | – |
-843
|
|
||
77
Banco Santander
SAN
$169B
| – | – |
-10,551
|
|
||
78
Travelers Companies
TRV
$63.1B
| – | – |
-905
|
|
||
79
Vanguard Large-Cap ETF
VV
$47.6B
| – | – |
-2,102
|
|