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 | |
|---|---|---|---|---|---|---|
476
Fiverr
FVRR
$894M
| $5.25K | ﹤0.01% |
+193
| New | +$5.25K |
|
477
Nasdaq
NDAQ
$54.5B
| $5.23K | ﹤0.01% |
+90
| New | +$5.23K |
|
478
Elevance Health
ELV
$69.4B
| $5.19K | ﹤0.01% |
+11
| New | +$5.19K |
|
|
B
479
Barrick Mining Corporation
B
$49.5B
| $5.17K | ﹤0.01% |
+286
| New | +$5.17K |
|
480
Cathay General Bancorp
CATY
$3.44B
| $5.17K | ﹤0.01% |
+116
| New | +$5.17K |
|
|
RDFN
481
DELISTED
Redfin
RDFN
| $5.16K | ﹤0.01% |
+500
| New | +$5.16K |
|
482
Ingersoll Rand
IR
$31.9B
| $5.11K | ﹤0.01% |
+66
| New | +$5.11K |
|
483
Iron Mountain
IRM
$27.3B
| $5.04K | ﹤0.01% |
+72
| New | +$5.04K |
|
484
Uber
UBER
$197B
| $4.99K | ﹤0.01% |
+81
| New | +$4.99K |
|
485
International Paper
IP
$25B
| $4.89K | ﹤0.01% |
+135
| New | +$4.89K |
|
486
Cognizant
CTSH
$34.8B
| $4.83K | ﹤0.01% |
+64
| New | +$4.83K |
|
487
Interpublic Group of Companies
IPG
$9.89B
| $4.83K | ﹤0.01% |
+148
| New | +$4.83K |
|
488
PPG Industries
PPG
$25.2B
| $4.79K | ﹤0.01% |
+32
| New | +$4.79K |
|
489
Schwab International Equity ETF
SCHF
$51B
| $4.76K | ﹤0.01% |
+258
| New | +$4.76K |
|
490
American International
AIG
$43.6B
| $4.68K | ﹤0.01% |
+69
| New | +$4.68K |
|
491
Carlyle Group
CG
$23.2B
| $4.67K | ﹤0.01% |
+128
| New | +$4.67K |
|
492
Hershey
HSY
$38B
| $4.66K | ﹤0.01% |
+25
| New | +$4.66K |
|
493
Pinterest
PINS
$25.8B
| $4.63K | ﹤0.01% |
+125
| New | +$4.63K |
|
494
iShares US Treasury Bond ETF
GOVT
$28.1B
| $4.61K | ﹤0.01% |
+200
| New | +$4.61K |
|
495
Arm
ARM
$147B
| $4.51K | ﹤0.01% |
+60
| New | +$4.51K |
|
496
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.22B
| $4.49K | ﹤0.01% |
+200
| New | +$4.49K |
|
497
Opendoor
OPEN
$4.45B
| $4.48K | ﹤0.01% |
+1,000
| New | +$4.48K |
|
498
Virtu Financial
VIRT
$3.26B
| $4.48K | ﹤0.01% |
+221
| New | +$4.48K |
|
499
American Water Works
AWK
$27.3B
| $4.45K | ﹤0.01% |
+34
| New | +$4.45K |
|
500
Phillips 66
PSX
$52.6B
| $4.39K | ﹤0.01% |
+33
| New | +$4.39K |
|