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
$160M
AUM Growth
-$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.94M
3
+$4.77M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.18M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$3.16M

Top Sells

1
+$8.16M
2
+$5.79M
3
+$4.55M
4
HCP
HashiCorp, Inc. Class A Common Stock
HCP
+$4.11M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.03M

Sector Composition

1 Financials 36.78%
2 Healthcare 12.69%
3 Technology 10.87%
4 Consumer Discretionary 5.72%
5 Energy 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-9,990
177
– –
-101
178
– –
-281
179
– –
-4,334
180
– –
-4,390
181
– –
-2,181
182
– –
-7,388
183
– –
-14,416
184
– –
-165
185
– –
-5,156
186
– –
-23,675
187
– –
-25,527
188
– –
-40,957
189
– –
-2,331
190
– –
-8,670
191
– –
-21,300
192
– –
-20,000
193
– –
-15,821
194
– –
-33,678
195
– –
-20,116
196
– –
-1,596
197
– –
-17,953
198
– –
-53,635
199
– –
-22,900
200
– –
-2,750
6 7
8
9 10