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
301
$18.7K 0.01%
376
-23
302
$18.6K 0.01%
392
303
$18.6K 0.01%
49
304
$18.5K 0.01%
193
305
$18.4K 0.01%
877
306
$18.4K 0.01%
78
307
$18.4K 0.01%
735
308
$18.3K 0.01%
285
-20
309
$18.2K 0.01%
302
-20
310
$18.2K 0.01%
1,156
311
$17.9K 0.01%
+2,070
312
$17.9K 0.01%
628
+415
313
$17.7K 0.01%
57
314
$17.7K 0.01%
605
315
$17.6K 0.01%
169
316
$17.5K 0.01%
195
+1
317
$17.5K 0.01%
224
318
$17.4K 0.01%
117
319
$17.3K 0.01%
90
320
$17.3K 0.01%
201
321
$17.2K 0.01%
84
-85
322
$17.2K 0.01%
1,336
+465
323
$17.1K 0.01%
105
324
$17K 0.01%
135
325
$17K 0.01%
92
-4
11 12
13
14 15