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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.7M
3
+$4.66M
4
MRK icon
Merck
MRK
+$4.59M
5
JNJ icon
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 Change
in Stake 		Capital Flow
501
$4.29K ﹤0.01%
+99
502
$4.21K ﹤0.01%
+20
503
$4.16K ﹤0.01%
+30
504
$4.15K ﹤0.01%
+7,272
505
$4.12K ﹤0.01%
+129
506
$4.11K ﹤0.01%
+71
507
$4.06K ﹤0.01%
+68
508
$4.06K ﹤0.01%
+46
509
$4.03K ﹤0.01%
+250
510
$3.99K ﹤0.01%
+58
511
$3.95K ﹤0.01%
+12
512
$3.95K ﹤0.01%
+26
513
$3.91K ﹤0.01%
+100
514
$3.9K ﹤0.01%
+30
515
$3.83K ﹤0.01%
+43
516
$3.75K ﹤0.01%
+72
517
$3.67K ﹤0.01%
+128
518
$3.61K ﹤0.01%
+10
519
$3.58K ﹤0.01%
+1,000
520
$3.57K ﹤0.01%
+44
521
$3.52K ﹤0.01%
+9
522
$3.44K ﹤0.01%
+46
523
$3.42K ﹤0.01%
+42
524
$3.4K ﹤0.01%
+113
525
$3.29K ﹤0.01%
+26
19 20
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