PCMC
Planning Capital Management Corporation Portfolio holdings
AUM
$151M
1-Year Return
30.62%
This Quarter Return
+8.6%
1 Year Return
+30.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.13%
Holding
650
New
649
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$5.01M |
| 2 |
Apple
AAPL
|
+$4.7M |
| 3 |
Lockheed Martin
LMT
|
+$4.66M |
| 4 |
Merck
MRK
|
+$4.59M |
| 5 |
Johnson & Johnson
JNJ
|
+$4.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 16.68% |
| 2 | Industrials | 10.05% |
| 3 | Healthcare | 9.62% |
| 4 | Technology | 8.06% |
| 5 | Consumer Discretionary | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ANSS
451
DELISTED
Ansys
ANSS
| $6.9K | 0.01% |
+19
| New | +$6.9K |
|
452
Pulmonx
LUNG
$69.3M
| $6.81K | 0.01% |
+534
| New | +$6.81K |
|
453
Corning
GLW
$62B
| $6.76K | 0.01% |
+222
| New | +$6.76K |
|
454
TotalEnergies
TTE
$133B
| $6.74K | 0.01% |
+100
| New | +$6.74K |
|
|
FL
455
DELISTED
Foot Locker
FL
| $6.64K | 0.01% |
+213
| New | +$6.64K |
|
|
SAFE
456
Safehold
SAFE
$1.18B
| $6.53K | 0.01% |
+279
| New | +$6.53K |
|
457
Capital One
COF
$141B
| $6.29K | ﹤0.01% |
+48
| New | +$6.29K |
|
458
Dow Inc
DOW
$17B
| $6.2K | ﹤0.01% |
+113
| New | +$6.2K |
|
459
PACCAR
PCAR
$51.6B
| $6.15K | ﹤0.01% |
+63
| New | +$6.15K |
|
460
Vanguard ESG US Stock ETF
ESGV
$11.3B
| $6.04K | ﹤0.01% |
+71
| New | +$6.04K |
|
461
Bank of New York Mellon
BK
$73.4B
| $6.04K | ﹤0.01% |
+116
| New | +$6.04K |
|
462
Otis Worldwide
OTIS
$34.3B
| $6K | ﹤0.01% |
+67
| New | +$6K |
|
463
Truist Financial
TFC
$58.4B
| $5.98K | ﹤0.01% |
+162
| New | +$5.98K |
|
464
iShares Gold Trust
IAU
$53.3B
| $5.86K | ﹤0.01% |
+150
| New | +$5.86K |
|
465
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $5.81K | ﹤0.01% |
+51
| New | +$5.81K |
|
466
Structure Therapeutics
GPCR
$1.2B
| $5.71K | ﹤0.01% |
+140
| New | +$5.71K |
|
467
VanEck Gold Miners ETF
GDX
$20.1B
| $5.71K | ﹤0.01% |
+184
| New | +$5.71K |
|
468
Ford
F
$45.7B
| $5.71K | ﹤0.01% |
+468
| New | +$5.71K |
|
469
Grocery Outlet
GO
$1.76B
| $5.69K | ﹤0.01% |
+211
| New | +$5.69K |
|
470
Tyson Foods
TSN
$19.9B
| $5.64K | ﹤0.01% |
+105
| New | +$5.64K |
|
471
Boston Scientific
BSX
$160B
| $5.61K | ﹤0.01% |
+97
| New | +$5.61K |
|
472
Verint Systems
VRNT
$1.23B
| $5.6K | ﹤0.01% |
+207
| New | +$5.6K |
|
473
Ryvyl
RVYL
$8.93M
| $5.58K | ﹤0.01% |
+1,340
| New | +$5.58K |
|
474
Bankunited
BKU
$2.91B
| $5.45K | ﹤0.01% |
+168
| New | +$5.45K |
|
475
OceanFirst Financial
OCFC
$1.05B
| $5.38K | ﹤0.01% |
+310
| New | +$5.38K |
|