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
276
$21.7K 0.02%
62
277
$21.7K 0.02%
583
-159
278
$21.7K 0.02%
26
-25
279
$21.3K 0.02%
439
280
$21.2K 0.02%
90
281
$21K 0.02%
979
+369
282
$20.9K 0.02%
+200
283
$20.9K 0.02%
1,128
284
$20.9K 0.02%
206
-18
285
$20.9K 0.02%
152
286
$20.7K 0.02%
66
287
$20.6K 0.02%
107
288
$20.3K 0.01%
280
289
$20.2K 0.01%
1,453
290
$20K 0.01%
193
291
$19.8K 0.01%
1,404
292
$19.8K 0.01%
41
293
$19.8K 0.01%
356
294
$19.4K 0.01%
126
295
$19.1K 0.01%
234
296
$19K 0.01%
111
297
$18.9K 0.01%
+248
298
$18.9K 0.01%
2,549
+151
299
$18.8K 0.01%
487
300
$18.8K 0.01%
143
10 11
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