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
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.34M
3
+$3.26M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.16M
5
CLOI icon
VanEck CLO ETF
CLOI
+$1.93M

Top Sells

1
+$11.3M
2
+$7.05M
3
+$3.56M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.76M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.33M

Sector Composition

1 Technology 3.03%
2 Industrials 1.42%
3 Healthcare 1.11%
4 Communication Services 0.97%
5 Energy 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-153,182
52
– –
-6,463
53
– –
-62,744
54
– –
-2,093
55
– –
-44,690
56
– –
-33,267
1 2
3