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
351
$15.3K 0.01%
+200
352
$15.2K 0.01%
457
+250
353
$15K 0.01%
143
354
$14.9K 0.01%
100
355
$14.9K 0.01%
211
356
$14.7K 0.01%
219
357
$14.7K 0.01%
+625
358
$14.5K 0.01%
200
359
$14.5K 0.01%
298
+51
360
$14.2K 0.01%
348
361
$14.1K 0.01%
83
-103
362
$13.9K 0.01%
260
363
$13.8K 0.01%
+475
364
$13.8K 0.01%
1,630
365
$13.8K 0.01%
38
366
$13.8K 0.01%
1,166
367
$13.6K 0.01%
504
368
$13.5K 0.01%
351
369
$13.5K 0.01%
153
370
$13.4K 0.01%
285
371
$13.4K 0.01%
616
372
$13.3K 0.01%
77
-8
373
$13.2K 0.01%
+1,265
374
$13.2K 0.01%
105
375
$13.2K 0.01%
16
13 14
15
16 17