PCMM

Piedmont Capital Management (Montana) Portfolio holdings

AUM $196M
1-Year Est. Return 29.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.45M
3
+$6.26M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.94M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$2.3M

Top Sells

1
+$9.17M
2
+$6.11M
3
+$5.44M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.6M
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$2.18M

Sector Composition

1 Technology 3.06%
2 Healthcare 1.94%
3 Energy 1.31%
4 Materials 0.91%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-144,248
52
– –
-147,394
1 2
3