PCM

Piedmont Capital Management Portfolio holdings

AUM $190M
1-Year Est. Return 26.02%
This Quarter Est. Return
1 Year Est. Return
+26.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$10.7M
3
+$8.01M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$7.96M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$7.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.44%
2 Healthcare 1.99%
3 Consumer Staples 1.15%
4 Energy 0.88%
5 Financials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$486K 0.49%
+10,853
27
$423K 0.43%
+4,982
28
$398K 0.4%
+3,133
29
$396K 0.4%
+1,782
30
$390K 0.4%
+8,482
31
$371K 0.38%
+2,664
32
$363K 0.37%
+4,118
33
$358K 0.36%
+2,272
34
$352K 0.36%
+4,162
35
$344K 0.35%
+29,000
36
$320K 0.32%
+40,416
37
$298K 0.3%
+4,807
38
$282K 0.29%
+1,552
39
$277K 0.28%
+1,898
40
$271K 0.27%
+3,181
41
$237K 0.24%
+3,033
42
$199K 0.2%
+751
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