PCM
Passive Capital Management Portfolio holdings
AUM
$321M
This Quarter Return
+5.82%
1 Year Return
+8.77%
3 Year Return
+22.09%
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
–
Cap. Flow
+$177M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.02%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$52.7M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$33M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$20.6M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$9.49M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$6.53M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.41% |
| 2 | Financials | 1.95% |
| 3 | Real Estate | 1.94% |
| 4 | Consumer Discretionary | 0.64% |
| 5 | Industrials | 0.39% |
