PCM

Pinz Capital Management Portfolio holdings

AUM $55.2M
1-Year Est. Return 15.62%
This Quarter Est. Return
1 Year Est. Return
-15.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$6.22M
2 +$5.57M
3 +$5.41M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.78M
5
FOXF icon
Fox Factory Holding Corp
FOXF
+$3.66M

Top Sells

1 +$2.65M
2 +$2.45M
3 +$2.44M
4
FRPT icon
Freshpet
FRPT
+$2.16M
5
CTLT
CATALENT, INC.
CTLT
+$1.92M

Sector Composition

1 Healthcare 32.7%
2 Technology 15.04%
3 Industrials 9.87%
4 Real Estate 8.86%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-500
227
-3,850