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
$132M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$6.45M
3 +$6.26M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.94M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.3M

Top Sells

1 +$9.17M
2 +$6.11M
3 +$5.44M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.6M
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$2.18M

Sector Composition

1 Technology 3.06%
2 Healthcare 1.94%
3 Energy 1.31%
4 Materials 0.91%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-24,875
52
-73,697