We are live on ! Find out more
PCM

Pinz Capital Management Portfolio holdings

AUM $55.2M
1-Year Est. Return 15.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.2M
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.6M
3
+$3.44M
4
KDP icon
Keurig Dr Pepper
KDP
+$2.29M
5
FRPT icon
Freshpet
FRPT
+$2.17M

Top Sells

1
+$4.61M
2
+$4.32M
3
+$4.19M
4
EVRI
Everi Holdings
EVRI
+$3.96M
5
PFGC icon
Performance Food Group
PFGC
+$3.92M

Sector Composition

1 Healthcare 29.38%
2 Consumer Staples 13.76%
3 Real Estate 12.15%
4 Consumer Discretionary 11.15%
5 Financials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-24,550
227
– –
-4,000
228
– –
-1,000
229
– –
-96,100
230
– –
-52,800
231
– –
-118,600
232
– –
-2,034
233
– –
-62,500
234
– –
-1,500
235
– –
-400
236
– –
-1,621
237
– –
-3,300
238
– –
-25,900
239
– –
-540
240
– –
-900
241
– –
-50,800
242
– –
-103,447
243
– –
-165
244
– –
-7,182
245
– –
-1,000
246
– –
-203,500
247
– –
-387
248
– –
-900
249
– –
-1,032
250
– –
-1,000
8 9
10
11 12