PCM
Piedmont Capital Management Portfolio holdings
AUM $139M
AUM
$139M
AUM Growth
-$26.6M (-16%)
Cap. Flow
+$57.9M
Cap. Flow % of AUM
41.6%
Top 10 Holdings %Top 10 Hldgs %
80.11%
Holding
57
New
5
Increased
14
Reduced
18
Closed
11
Top Buys
| 1 | $36.1M | |
| 2 | $12M | |
| 3 | $6.67M | |
| 4 | $1.27M | |
| 5 | $662K |
Top Sells
| 1 | $166K | |
| 2 | $133K | |
| 3 | $30.6K | |
| 4 | $20.9K | |
| 5 | $19.7K |
Sector Composition
| 1 | Technology | 2.13% |
| 2 | Industrials | 1.53% |
| 3 | Healthcare | 1.11% |
| 4 | Consumer Staples | 0.99% |
| 5 | Communication Services | 0.95% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,392 | Closed | – | |||
| $0 | 0% | 0 -111,512 | Closed | – | |||
| $0 | 0% | 0 -35,388 | Closed | – | |||
| $0 | 0% | 0 -25,146 | Closed | – | |||
| $0 | 0% | 0 -2,374 | Closed | – |
