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PCM
Passive Capital Management Portfolio holdings
AUM
$335M
1-Year Est. Return
12.6%
This Fund
S&P 500
1 Year Est. Return
+12.6%
AUM
$335M
AUM Growth
+$15.1M
(+4.7%)
Holding
109
Top Buys
| 1 | +$3.19M | |
| 2 | +$2.84M | |
| 3 | +$1.73M | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.66M |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$1.43M |
Top Sells
| 1 | +$1.03M | |
| 2 | +$543K | |
| 3 | +$437K | |
| 4 |
Avantis Responsible International Equity ETF
AVSD
|
+$385K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$205K |
Sector Composition
| 1 | Real Estate | 1.46% |
| 2 | Financials | 1.1% |
| 3 | Technology | 0.99% |
| 4 | Consumer Discretionary | 0.49% |
| 5 | Industrials | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Russell 3000 ETF
IWV
$19.2B
| $208K | 0.06% |
561
|
|
||
102
Truist Financial
TFC
$60.8B
| $205K | 0.06% |
4,453
+89
|
|
||
103
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.74B
| $202K | 0.06% |
+3,361
|
|
||
104
JPMorgan Chase
JPM
$834B
| $200K | 0.06% |
+680
|
|
||
|
105
Avantis Responsible International Equity ETF
AVSD
$458M
| – | – |
-5,190
|
|
||
106
Avantis Responsible US Equity ETF
AVSU
$464M
| – | – |
-13,564
|
|
||
107
Burke & Herbert Financial Services Corp
BHRB
$1.31B
| – | – |
-8,715
|
|
||
|
108
iShares Russell 1000 Growth ETF
IWF
$127B
| – | – |
-1,732
|
|