PCM
Pennsylvania Capital Management Portfolio holdings
AUM
$313M
1-Year Return
11.49%
This Quarter Return
+7.5%
1 Year Return
+11.49%
3 Year Return
+74.48%
5 Year Return
+115.01%
10 Year Return
–
AUM
$260M
AUM Growth
+$17.1M
(+7%)
Cap. Flow
+$1.9M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
67.97%
Holding
90
New
5
Increased
23
Reduced
26
Closed
3
Top Buys
| 1 |
Franklin Senior Loan ETF
FLBL
|
$4.68M |
| 2 |
VanEck Semiconductor ETF
SMH
|
$1.87M |
| 3 |
JPMorgan Income ETF
JPIE
|
$1.12M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.02M |
| 5 |
NVIDIA
NVDA
|
$852K |
Top Sells
Sector Composition
| 1 | Technology | 34.8% |
| 2 | Consumer Discretionary | 8.96% |
| 3 | Financials | 3.57% |
| 4 | Healthcare | 3.21% |
| 5 | Communication Services | 3.13% |
