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
426
$9.84K 0.01%
39
427
$9.78K 0.01%
132
428
$9.72K 0.01%
+330
429
$9.65K 0.01%
69
430
$9.65K 0.01%
144
-1,167
431
$9.45K 0.01%
+225
432
$9.33K 0.01%
+85
433
$9.02K 0.01%
+200
434
$8.93K 0.01%
150
435
$8.87K 0.01%
43
436
$8.57K 0.01%
107
437
$8.49K 0.01%
34
438
$8.46K 0.01%
536
439
$8.2K 0.01%
63
-60
440
$8.06K 0.01%
100
-833
441
$7.96K 0.01%
+40
442
$7.81K 0.01%
63
443
$7.74K 0.01%
+300
444
$7.67K 0.01%
100
445
$7.6K 0.01%
195
+33
446
$7.53K 0.01%
39
447
$7.42K 0.01%
7,272
448
$7.28K 0.01%
25
-56
449
$7.15K 0.01%
48
450
$7.1K 0.01%
100
16 17
18
19 20