PCP

Perbak Capital Partners Portfolio holdings

AUM $442M
1-Year Est. Return 11.52%
This Quarter Est. Return
1 Year Est. Return
+11.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$3.94M
3 +$2.88M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$2.39M
5
MMM icon
3M
MMM
+$1.75M

Top Sells

1 +$15.2M
2 +$12.9M
3 +$11.3M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$9.08M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$8.51M

Sector Composition

1 Industrials 15.2%
2 Consumer Discretionary 11.74%
3 Technology 5.94%
4 Healthcare 4.73%
5 Real Estate 3.49%