PCM

Piedmont Capital Management Portfolio holdings

AUM $173M
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$150K

Sector Composition

1 Technology 2.87%
2 Healthcare 1.55%
3 Energy 1.09%
4 Materials 0.98%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$768K 0.52%
2,789
27
$765K 0.52%
8,260
-1,619
28
$713K 0.48%
5,963
29
$622K 0.42%
33,267
30
$574K 0.39%
23,499
31
$553K 0.38%
2,615
32
$540K 0.37%
18,000
33
$526K 0.36%
29,000
34
$521K 0.35%
2,622
35
$487K 0.33%
3,741
36
$432K 0.29%
2,872
37
$407K 0.28%
2,618
38
$383K 0.26%
737
39
$381K 0.26%
922
40
$372K 0.25%
4,218
41
$282K 0.19%
761
42
$278K 0.19%
532
43
$263K 0.18%
6,463
44
$237K 0.16%
658
45
$218K 0.15%
40,416
46
$218K 0.15%
5,811
1
2