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
476
$5.12K ﹤0.01%
30
477
$5.09K ﹤0.01%
310
478
$5.03K ﹤0.01%
52
-32
479
$5.02K ﹤0.01%
+155
480
$4.95K ﹤0.01%
534
481
$4.87K ﹤0.01%
27
-26
482
$4.86K ﹤0.01%
25
483
$4.83K ﹤0.01%
148
484
$4.83K ﹤0.01%
46
485
$4.81K ﹤0.01%
67
+21
486
$4.69K ﹤0.01%
64
487
$4.64K ﹤0.01%
32
488
$4.55K ﹤0.01%
200
489
$4.52K ﹤0.01%
21
+1
490
$4.51K ﹤0.01%
+54
491
$4.45K ﹤0.01%
200
492
$4.33K ﹤0.01%
125
493
$4.32K ﹤0.01%
8
-15
494
$4.3K ﹤0.01%
100
495
$4.22K ﹤0.01%
16
496
$4.21K ﹤0.01%
+40
497
$4.14K ﹤0.01%
34
498
$4.13K ﹤0.01%
12
499
$4.1K ﹤0.01%
250
500
$4.07K ﹤0.01%
193
18 19
20
21 22