PCM
Piedmont Capital Management Portfolio holdings
AUM
$190M
1-Year Est. Return
26.02%
1 Year Est. Return
+26.02%
AUM
$190M
AUM Growth
+$16.6M
(+9.6%)
Holding
57
Top Buys
| 1 | +$23.3M | |
| 2 | +$1.73M | |
| 3 | +$626K | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$398K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$288K |
Top Sells
| 1 | +$20.2M | |
| 2 | +$1.7M | |
| 3 | +$585K | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$466K |
| 5 |
VanEck Gold Miners ETF
GDX
|
+$211K |
Sector Composition
| 1 | Technology | 2.37% |
| 2 | Healthcare | 1.87% |
| 3 | Industrials | 1.03% |
| 4 | Energy | 0.79% |
| 5 | Consumer Staples | 0.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NAK
51
Northern Dynasty Minerals
NAK
$1.19B
| $11.7K | 0.01% |
10,000
|
|
||
52
Global X MSCI Argentina ETF
ARGT
$778M
| – | – |
-20,102
|
|
||
53
Dow Inc
DOW
$17B
| – | – |
-7,726
|
|
||
54
Procter & Gamble
PG
$334B
| – | – |
-1,320
|
|
||
55
Invesco S&P 500 Quality ETF
SPHQ
$15.3B
| – | – |
-283,226
|
|