PAM
PCG Asset Management Portfolio holdings
AUM
$116M
1 Year Est. Return
–
AUM
$116M
AUM Growth
+$9.44M
(+8.8%)
Holding
78
Top Buys
| 1 | +$4.08M | |
| 2 | +$400K | |
| 3 | +$285K | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$273K |
| 5 |
American Express
AXP
|
+$241K |
Top Sells
| 1 | +$214K | |
| 2 | +$213K | |
| 3 | +$209K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$207K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$202K |
Sector Composition
| 1 | Technology | 8.75% |
| 2 | Financials | 6.54% |
| 3 | Communication Services | 4.15% |
| 4 | Consumer Discretionary | 4.02% |
| 5 | Healthcare | 2.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares US Healthcare Providers ETF
IHF
$843M
| – | – |
-4,010
|
|
||
|
77
iShares Core S&P 500 ETF
IVV
$667B
| – | – |
-360
|
|
||
78
iShares US Healthcare ETF
IYH
$2.93B
| – | – |
-3,505
|
|