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
451
$7.05K 0.01%
214
-8
452
$7.05K 0.01%
+118
453
$7.01K 0.01%
126
-31
454
$6.99K 0.01%
+213
455
$6.9K 0.01%
187
456
$6.87K 0.01%
220
+200
457
$6.86K 0.01%
42
+9
458
$6.8K 0.01%
+300
459
$6.64K ﹤0.01%
97
460
$6.6K ﹤0.01%
19
461
$6.49K ﹤0.01%
+523
462
$6.27K ﹤0.01%
66
463
$6.21K ﹤0.01%
139
+40
464
$6.16K ﹤0.01%
80
-1
465
$6K ﹤0.01%
140
466
$5.84K ﹤0.01%
+101
467
$5.78K ﹤0.01%
72
468
$5.7K ﹤0.01%
11
469
$5.68K ﹤0.01%
90
470
$5.55K ﹤0.01%
16
471
$5.51K ﹤0.01%
200
-325
472
$5.39K ﹤0.01%
69
473
$5.29K ﹤0.01%
136
+1
474
$5.22K ﹤0.01%
110
-383
475
$5.13K ﹤0.01%
70
-52
17 18
19
20 21