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
-6.02%
1 Year Est. Return
-15.31%
3 Year Est. Return
+198.79%
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$14.3M
Cap. Flow
-$9.02M
Cap. Flow %
-6.18%
Top 10 Hldgs %
25.96%
Holding
271
New
143
Increased
2
Reduced
15
Closed
49

Sector Composition

Rank Sector Weight
1 Financials 39.38%
2 Technology 8.38%
3 Healthcare 7.15%
4 Industrials 7.01%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IGV icon
1
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
$8.2M 5.62%
152,000
+82,500
+119% +$4.85M
KRE icon
2
State Street SPDR S&P Regional Banking ETF
KRE
$4.5B
$6.15M 4.21%
105,800
+62,400
+144% +$3.9M
MUDS
3
DELISTED
Mudrick Capital Acquisition Corporation II Class A Common Stock
MUDS
$4.22M 2.89%
418,516
BMAC
4
DELISTED
Black Mountain Acquisition Corp.
BMAC
$4M 2.74%
402,238
XLC icon
5
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$3.49M 2.39%
+64,300
New +$3.87M
SIER
6
DELISTED
Sierra Lake Acquisition Corp. Class A Common Stock
SIER
$3.26M 2.23%
328,729
XLE icon
7
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$2.43M 1.67%
+68,000
New +$2.73M
NSTB
8
DELISTED
Northern Star Investment Corp. II
NSTB
$2.22M 1.52%
226,000
FLYA
9
DELISTED
SOAR Technology Acquisition Corp.
FLYA
$2.05M 1.4%
+201,618
New +$2.05M
XLF icon
10
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$1.86M 1.28%
+59,300
New +$2.05M
ENER
11
DELISTED
Accretion Acquisition Corp
ENER
$1.82M 1.25%
185,300
SANB
12
DELISTED
Sanaby Health Acquisition Corp. I Class A Common Stock
SANB
$1.65M 1.13%
164,044
BACA
13
DELISTED
Berenson Acquisition Corp. I
BACA
$1.64M 1.12%
167,824
MGY icon
14
Magnolia Oil & Gas
MGY
$6.09B
$1.57M 1.08%
+75,000
New +$1.87M
BRLS icon
15
Borealis Foods
BRLS
$16.7M
$1.53M 1.05%
+153,223
New +$1.53M
IYT icon
16
iShares US Transportation ETF
IYT
$2.26B
$1.45M 0.99%
+27,200
New +$1.58M
VGAS icon
17
Verde Clean Fuels
VGAS
$22.5M
$1.41M 0.96%
139,881
MIT
18
DELISTED
Mason Industrial Technology, Inc.
MIT
$1.39M 0.95%
141,595
ACDC icon
19
ProFrac Holding
ACDC
$731M
$1.37M 0.94%
+75,000
New +$1.47M
AXIA
20
AXIA Energia
AXIA
$23.9B
$1.34M 0.92%
+191,147
New +$1.29M
XLU icon
21
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$1.34M 0.92%
38,200
-30,600
-44% -$1.11M
BNNR
22
DELISTED
Banner Acquisition Corp. Class A Common Stock
BNNR
$1.33M 0.91%
135,000
GDX icon
23
VanEck Gold Miners ETF
GDX
$22.7B
$1.31M 0.9%
+47,800
New +$1.61M
SNRH
24
DELISTED
Senior Connect Acquisition Corp. I Class A Common Stock
SNRH
$1.25M 0.86%
127,444
BURU
25
DELISTED
NUBURU INC
BURU
$1.23M 0.84%
617

Similar funds

Pinz Capital Management's Q2 2022 Portfolio in Review

As of Q2 2022, Pinz Capital Management held 271 positions worth $146M, down 8.9% from $160M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Pinz Capital Management withdrew a net $9.02M in Q2 2022, closing 49 positions and reducing 15 holdings. Its most notable exit was State Street Industrial Select Sector SPDR ETF, an estimated $5.63M position sold in full.

By sector, the portfolio is most concentrated in Financials at 39% of assets, up from 37% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Pinz Capital Management opened a new position in State Street Communication Services Select Sector SPDR ETF worth $3.49M.

  • Pinz Capital Management's largest Q2 2022 buy was State Street Communication Services Select Sector SPDR ETF: 64,300 shares worth $3.49M.
  • Pinz Capital Management added most to iShares Expanded Tech-Software Sector ETF in Q2 2022, an estimated $4.85M increase.
  • Pinz Capital Management's biggest Q2 2022 reduction was International Media Acquisition Corp. Class A Common Stock, cutting an estimated $1.91M.
  • Pinz Capital Management fully exited State Street Industrial Select Sector SPDR ETF in Q2 2022, selling an estimated $5.63M.
  • Pinz Capital Management's ten largest holdings make up 26% of its $146M portfolio in Q2 2022.
  • Pinz Capital Management opened 143 new positions and closed 49 in Q2 2022.
  • Pinz Capital Management's portfolio value fell 8.9% quarter-over-quarter to $146M.

Based on Pinz Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.