PCMC

Planning Capital Management Corporation Portfolio holdings

AUM $151M
1-Year Est. Return 30.62%
This Quarter Est. Return
1 Year Est. Return
+30.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$969K
3
+$453K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$391K
5
MMM icon
3M
MMM
+$380K

Top Sells

1
+$929K
2
+$418K
3
+$364K
4
VB icon
Vanguard Small-Cap ETF
VB
+$343K
5
PSQ icon
ProShares Short QQQ
PSQ
+$319K

Sector Composition

1 Consumer Staples 17.13%
2 Industrials 11.05%
3 Healthcare 9.93%
4 Consumer Discretionary 7.1%
5 Technology 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.7K 0.02%
387
+58
227
$33.5K 0.02%
490
-1
228
$32.6K 0.02%
2,111
229
$31.7K 0.02%
823
+18
230
$31.6K 0.02%
451
+34
231
$30.9K 0.02%
305
+75
232
$30.8K 0.02%
807
-30
233
$30.3K 0.02%
231
+131
234
$29.9K 0.02%
727
235
$29.5K 0.02%
48
236
$29.2K 0.02%
170
237
$28.6K 0.02%
248
238
$28.4K 0.02%
185
239
$27.9K 0.02%
277
-1,111
240
$27.7K 0.02%
200
241
$27.3K 0.02%
2,758
+99
242
$26.4K 0.02%
149
+10
243
$26.4K 0.02%
177
+15
244
$26.1K 0.02%
266
-15
245
$26.1K 0.02%
953
246
$26K 0.02%
10,057
247
$26K 0.02%
745
+7
248
$25.8K 0.02%
160
+50
249
$25.7K 0.02%
682
250
$25.4K 0.02%
465
8 9
10
11 12