PCC

Park Circle Company Portfolio holdings

AUM $117M
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$201K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$980K
2 +$923K
3 +$882K
4
TFC icon
Truist Financial
TFC
+$501K
5
TU icon
Telus
TU
+$486K

Top Sells

1 +$1.1M
2 +$967K

Sector Composition

1 Financials 34.79%
2 Industrials 13.28%
3 Consumer Discretionary 12.75%
4 Healthcare 12.19%
5 Consumer Staples 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.92K ﹤0.01%
200
102
$1.64K ﹤0.01%
+500
103
$791 ﹤0.01%
18
104
-6,495