PCMC

Planning Capital Management Corporation Portfolio holdings

AUM $151M
1-Year Est. Return 30.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1 +$489K
2 +$443K
3 +$443K
4
MDT icon
Medtronic
MDT
+$422K
5
V icon
Visa
V
+$408K

Top Sells

1 +$1.34M
2 +$523K
3 +$387K
4
PXD
Pioneer Natural Resource Co.
PXD
+$334K
5
MMM icon
3M
MMM
+$332K

Sector Composition

1 Consumer Staples 17.31%
2 Industrials 10.27%
3 Healthcare 9.66%
4 Technology 8.64%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RDFN
501
DELISTED
Redfin
RDFN
$3K ﹤0.01%
500
NET icon
502
Cloudflare
NET
$75B
$2.98K ﹤0.01%
36
+1
PHM icon
503
Pultegroup
PHM
$22.6B
$2.97K ﹤0.01%
27
VBK icon
504
Vanguard Small-Cap Growth ETF
VBK
$20.3B
$2.9K ﹤0.01%
12
TEL icon
505
TE Connectivity
TEL
$60.6B
$2.86K ﹤0.01%
19
MUSA icon
506
Murphy USA
MUSA
$8.68B
$2.82K ﹤0.01%
6
CCI icon
507
Crown Castle
CCI
$34.3B
$2.74K ﹤0.01%
28
EIX icon
508
Edison International
EIX
$27.4B
$2.74K ﹤0.01%
38
VMC icon
509
Vulcan Materials
VMC
$34.8B
$2.74K ﹤0.01%
11
UNM icon
510
Unum
UNM
$12.1B
$2.71K ﹤0.01%
53
EVGO icon
511
EVgo
EVGO
$262M
$2.7K ﹤0.01%
1,101
+101
HOLX icon
512
Hologic
HOLX
$16.9B
$2.67K ﹤0.01%
36
AVY icon
513
Avery Dennison
AVY
$12.8B
$2.62K ﹤0.01%
12
FULT icon
514
Fulton Financial
FULT
$3.6B
$2.62K ﹤0.01%
154
SCHK icon
515
Schwab 1000 Index ETF
SCHK
$4.73B
$2.62K ﹤0.01%
100
PLTR icon
516
Palantir
PLTR
$370B
$2.61K ﹤0.01%
+103
BIIB icon
517
Biogen
BIIB
$27B
$2.55K ﹤0.01%
11
ETN icon
518
Eaton
ETN
$145B
$2.51K ﹤0.01%
8
MDB icon
519
MongoDB
MDB
$20.4B
$2.5K ﹤0.01%
+10
SPG icon
520
Simon Property Group
SPG
$57.9B
$2.43K ﹤0.01%
16
DAL icon
521
Delta Air Lines
DAL
$43.5B
$2.4K ﹤0.01%
50
JBL icon
522
Jabil
JBL
$29.3B
$2.39K ﹤0.01%
22
HPE icon
523
Hewlett Packard
HPE
$31.7B
$2.39K ﹤0.01%
113
CCEP icon
524
Coca-Cola Europacific Partners
CCEP
$41.2B
$2.33K ﹤0.01%
32
CELH icon
525
Celsius Holdings
CELH
$9.52B
$2.28K ﹤0.01%
+40