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
251
$25.1K 0.02%
554
252
$25.1K 0.02%
60
-355
253
$24.9K 0.02%
108
254
$24.9K 0.02%
257
-22
255
$24.8K 0.02%
+813
256
$24.7K 0.02%
1,440
257
$24.5K 0.02%
154
258
$24K 0.02%
80
259
$23.9K 0.02%
536
260
$23.8K 0.02%
+243
261
$23.6K 0.02%
179
262
$23.6K 0.02%
352
-151
263
$23.6K 0.02%
240
264
$23.4K 0.02%
988
265
$23.3K 0.02%
314
266
$23.3K 0.02%
164
+50
267
$23.3K 0.02%
390
268
$23K 0.02%
288
269
$22.6K 0.02%
98
+12
270
$22.4K 0.02%
622
271
$22.2K 0.02%
606
+6
272
$22.1K 0.02%
112
273
$22K 0.02%
425
-75
274
$22K 0.02%
314
275
$21.9K 0.02%
300
9 10
11
12 13