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
$256M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.73%
2 Consumer Discretionary 0.63%
3 Financials 0.37%
4 Real Estate 0.23%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$273K 0.11%
2,100
52
$251K 0.1%
1,307
53
$225K 0.09%
2,753
54
$220K 0.09%
+5,810
55
$214K 0.08%
1,044
56
$204K 0.08%
+8,235
57
$203K 0.08%
+422
58
$203K 0.08%
+6,300
59
$202K 0.08%
+1,152