PCM
Passive Capital Management Portfolio holdings
AUM
$321M
This Quarter Return
-2.92%
1 Year Return
+8.77%
3 Year Return
+22.09%
5 Year Return
–
10 Year Return
–
AUM
$284M
AUM Growth
+$284M
(-0.82%)
Cap. Flow
+$32.2M
Cap. Flow
% of AUM
11.34%
Top 10 Holdings %
Top 10 Hldgs %
74.1%
Holding
66
New
1
Increased
31
Reduced
7
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.33M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$618K |
| 3 |
Exxon Mobil
XOM
|
$200K |
| 4 |
ServiceNow
NOW
|
$92.2K |
| 5 |
Apple
AAPL
|
$70.6K |
Sector Composition
| 1 | Technology | 1.06% |
| 2 | Consumer Discretionary | 0.62% |
| 3 | Financials | 0.58% |
| 4 | Consumer Staples | 0.24% |
| 5 | Healthcare | 0.2% |
