PCM

Pennsylvania Capital Management Portfolio holdings

AUM $344M
1-Year Est. Return 17.63%
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.41M
3
+$4.67M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.97M
5
VMC icon
Vulcan Materials
VMC
+$3.72M

Top Sells

1
+$9.51M
2
+$9.15M
3
+$8.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.92M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.84M

Sector Composition

1 Technology 32.18%
2 Consumer Discretionary 18.21%
3 Healthcare 3.9%
4 Financials 3.45%
5 Materials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
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