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
401
$11.5K 0.01%
1,312
402
$11.3K 0.01%
1,303
+1,050
403
$11.3K 0.01%
500
+499
404
$11.3K 0.01%
55
+9
405
$11.3K 0.01%
72
406
$11.1K 0.01%
+795
407
$11K 0.01%
+83
408
$11K 0.01%
67
-43
409
$11K 0.01%
62
410
$11K 0.01%
832
411
$10.9K 0.01%
368
+358
412
$10.8K 0.01%
95
+4
413
$10.6K 0.01%
370
+159
414
$10.6K 0.01%
168
+51
415
$10.6K 0.01%
187
416
$10.5K 0.01%
277
417
$10.4K 0.01%
+292
418
$10.3K 0.01%
200
419
$10.2K 0.01%
555
-839
420
$10.2K 0.01%
229
+101
421
$10.1K 0.01%
130
422
$9.98K 0.01%
848
423
$9.97K 0.01%
81
424
$9.94K 0.01%
105
-69
425
$9.94K 0.01%
+340
15 16
17
18 19