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
501
$4.01K ﹤0.01%
74
+49
502
$3.92K ﹤0.01%
1,500
503
$3.9K ﹤0.01%
1,340
504
$3.89K ﹤0.01%
71
505
$3.86K ﹤0.01%
+62
506
$3.86K ﹤0.01%
43
507
$3.84K ﹤0.01%
24
508
$3.82K ﹤0.01%
66
-47
509
$3.79K ﹤0.01%
44
510
$3.69K ﹤0.01%
+32
511
$3.64K ﹤0.01%
+65
512
$3.58K ﹤0.01%
26
513
$3.54K ﹤0.01%
9
514
$3.5K ﹤0.01%
26
515
$3.48K ﹤0.01%
21
516
$3.42K ﹤0.01%
113
517
$3.41K ﹤0.01%
42
518
$3.39K ﹤0.01%
35
519
$3.37K ﹤0.01%
13
+11
520
$3.33K ﹤0.01%
500
521
$3.26K ﹤0.01%
27
522
$3.24K ﹤0.01%
87
523
$3.11K ﹤0.01%
58
-348
524
$3.03K ﹤0.01%
1,033
525
$3.02K ﹤0.01%
276
+240
19 20
21
22 23