PCM
Pinz Capital Management Portfolio holdings
AUM $55.2M
1-Year Return
15.62%
This Quarter Return
+16.41%
1 Year Return
-15.62%
3 Year Return
+200.53%
5 Year Return
–
10 Year Return
–
AUM
$274M
AUM Growth
+$55.7M
(+26%)
Cap. Flow
+$52.8M
Cap. Flow
% of AUM
19.28%
Top 10 Holdings %
Top 10 Hldgs %
27.56%
Holding
209
New
97
Increased
10
Reduced
3
Closed
98
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
+$9.96M |
| 2 |
Snowflake
SNOW
|
+$8.59M |
| 3 |
PENN Entertainment
PENN
|
+$7.78M |
| 4 |
PPD
PPD, Inc. Common Stock
PPD
|
+$7.54M |
| 5 |
Intercontinental Exchange
ICE
|
+$7.5M |
Top Sells
| 1 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
+$5.57M |
| 2 |
T-Mobile US
TMUS
|
+$5.41M |
| 3 |
ONEM
1Life Healthcare, Inc. Common Stock
ONEM
|
+$4.72M |
| 4 |
Fox Factory Holding Corp
FOXF
|
+$3.66M |
| 5 |
Royalty Pharma
RPRX
|
+$3.64M |
Sector Composition
| 1 | Healthcare | 25.55% |
| 2 | Technology | 20.89% |
| 3 | Consumer Discretionary | 17.66% |
| 4 | Real Estate | 8.36% |
| 5 | Industrials | 7% |
