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
376
$13.2K 0.01%
1,250
377
$13.1K 0.01%
636
+415
378
$13K 0.01%
829
379
$13K 0.01%
1,085
+5
380
$12.9K 0.01%
224
381
$12.9K 0.01%
208
382
$12.7K 0.01%
153
383
$12.6K 0.01%
+265
384
$12.5K 0.01%
331
385
$12.4K 0.01%
228
386
$12.4K 0.01%
+113
387
$12.2K 0.01%
71
388
$12.2K 0.01%
10
-18
389
$12.1K 0.01%
433
+265
390
$12.1K 0.01%
200
391
$12K 0.01%
+188
392
$12K 0.01%
700
-200
393
$11.9K 0.01%
309
394
$11.8K 0.01%
+280
395
$11.6K 0.01%
511
396
$11.6K 0.01%
650
397
$11.6K 0.01%
216
+215
398
$11.6K 0.01%
100
399
$11.5K 0.01%
269
+25
400
$11.5K 0.01%
1,636
+1,630