PCM

Passive Capital Management Portfolio holdings

AUM $321M
1-Year Est. Return 8.77%
This Quarter Est. Return
1 Year Est. Return
+8.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.94%
2 Real Estate 0.77%
3 Consumer Discretionary 0.73%
4 Financials 0.26%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$212K 0.09%
+1,024
52
$210K 0.09%
4,100
-570
53
-5,858
54
-10,377