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PCM

Pincus Capital Management Portfolio holdings

AUM $144M
This Fund
S&P 500
This Quarter Est. Return
-1.55%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$144M
AUM Growth
-$6.21M
Cap. Flow
-$1.17M
Cap. Flow %
-0.82%
Top 10 Hldgs %
70.7%
Holding
52
New
1
Increased
5
Reduced
28
Closed
2

Top Buys

1
NVDA icon
NVIDIA
NVDA
+$351K
2
JPM icon
JPMorgan Chase
JPM
+$240K
3
CRM icon
Salesforce
CRM
+$19.7K
4
PANW icon
Palo Alto Networks
PANW
+$14.3K
5
VRT icon
Vertiv
VRT
+$8.44K

Top Sells

1
AAPL icon
Apple
AAPL
+$286K
2
NOW icon
ServiceNow
NOW
+$231K
3
XSW icon
State Street SPDR S&P Software & Services ETF
XSW
+$215K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$92.7K
5
AVGO icon
Broadcom
AVGO
+$87.9K

Sector Composition

1 Technology 28.28%
2 Consumer Staples 26.49%
3 Healthcare 11.09%
4 Communication Services 8.08%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOW icon
51
ServiceNow
NOW
$115B
– –
-1,510
Closed -$231K
XSW icon
52
State Street SPDR S&P Software & Services ETF
XSW
$423M
– –
-1,150
Closed -$215K
1 2
3

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