PCM

Passive Capital Management Portfolio holdings

AUM $320M
1-Year Est. Return 11.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$1.52M
3 +$1.34M
4
ALRM icon
Alarm.com
ALRM
+$608K
5
AMZN icon
Amazon
AMZN
+$490K

Top Sells

1 +$365K
2 +$35.5K
3 +$20.5K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$16.9K
5
VB icon
Vanguard Small-Cap ETF
VB
+$12.8K

Sector Composition

1 Technology 1.15%
2 Financials 0.82%
3 Real Estate 0.58%
4 Consumer Discretionary 0.51%
5 Communication Services 0.35%