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
326
$17K 0.01%
42
-19
327
$16.9K 0.01%
133
-76
328
$16.5K 0.01%
715
329
$16.5K 0.01%
247
330
$16.4K 0.01%
401
+2
331
$16.3K 0.01%
440
+22
332
$16.2K 0.01%
249
-20
333
$16.1K 0.01%
491
334
$16.1K 0.01%
481
335
$16.1K 0.01%
776
336
$16K 0.01%
319
337
$16K 0.01%
13
338
$15.9K 0.01%
129
339
$15.9K 0.01%
263
+1
340
$15.8K 0.01%
+600
341
$15.6K 0.01%
109
-11
342
$15.6K 0.01%
240
343
$15.6K 0.01%
166
-61
344
$15.6K 0.01%
1,020
345
$15.6K 0.01%
322
346
$15.6K 0.01%
338
347
$15.4K 0.01%
474
348
$15.4K 0.01%
408
+292
349
$15.4K 0.01%
27
350
$15.4K 0.01%
163
12 13
14
15 16