PCM
Pinz Capital Management Portfolio holdings
AUM
$55.2M
1-Year Return
15.62%
This Quarter Return
-6.01%
1 Year Return
-15.62%
3 Year Return
+200.53%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
-$14.3M
(-8.9%)
Cap. Flow
-$12.5M
Cap. Flow
% of AUM
-8.55%
Top 10 Holdings %
Top 10 Hldgs %
25.96%
Holding
271
New
143
Increased
2
Reduced
15
Closed
49
Top Buys
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$5.63M |
| 2 |
iShares US Real Estate ETF
IYR
|
$5.07M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$3.45M |
| 4 |
UDR
UDR
|
$2.87M |
| 5 |
Tenable Holdings
TENB
|
$2.7M |
Sector Composition
| 1 | Financials | 39.38% |
| 2 | Technology | 8.38% |
| 3 | Healthcare | 7.15% |
| 4 | Industrials | 7.01% |
| 5 | Consumer Discretionary | 5.76% |
