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
$166M
AUM Growth
+$41K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$667K
3
+$269K
4
WMT icon
Walmart
WMT
+$214K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$206K

Top Sells

1
+$7.34M
2
+$113K
3
+$97.7K
4
GS icon
Goldman Sachs
GS
+$83K
5
MMM icon
3M
MMM
+$29.7K

Sector Composition

1 Technology 2.96%
2 Industrials 1.34%
3 Healthcare 0.93%
4 Consumer Staples 0.9%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$760K 0.46%
5,170
-56
27
$724K 0.44%
1,729
28
$671K 0.4%
2,586
-38
29
$666K 0.4%
2,715
30
$649K 0.39%
6,033
+2
31
$632K 0.38%
23,473
32
$623K 0.38%
29,000
33
$586K 0.35%
18,000
34
$577K 0.35%
2,396
35
$518K 0.31%
882
+26
36
$513K 0.31%
3,563
-15
37
$409K 0.25%
1,053
38
$406K 0.24%
704
-144
39
$366K 0.22%
3,692
40
$327K 0.2%
23,998
41
$320K 0.19%
1,849
+3
42
$294K 0.18%
503
43
$264K 0.16%
732
44
$262K 0.16%
5,256
+224
45
$260K 0.16%
2,820
-1,060
46
$231K 0.14%
1,392
+1
47
$227K 0.14%
930
48
$214K 0.13%
+2,374
49
$213K 0.13%
1,281
50
$126K 0.08%
24,710
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