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
51
-104,498