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
526
$3.02K ﹤0.01%
12
527
$3K ﹤0.01%
11
528
$2.96K ﹤0.01%
28
+6
529
$2.95K ﹤0.01%
22
530
$2.9K ﹤0.01%
+50
531
$2.9K ﹤0.01%
31
532
$2.89K ﹤0.01%
21
533
$2.84K ﹤0.01%
53
534
$2.81K ﹤0.01%
36
535
$2.76K ﹤0.01%
19
536
$2.75K ﹤0.01%
+46
537
$2.74K ﹤0.01%
+118
538
$2.69K ﹤0.01%
38
+9
539
$2.68K ﹤0.01%
12
540
$2.53K ﹤0.01%
100
541
$2.52K ﹤0.01%
6
542
$2.51K ﹤0.01%
1,000
543
$2.5K ﹤0.01%
16
544
$2.5K ﹤0.01%
8
-74
545
$2.5K ﹤0.01%
30
546
$2.45K ﹤0.01%
+154
547
$2.41K ﹤0.01%
50
548
$2.37K ﹤0.01%
11
-25
549
$2.28K ﹤0.01%
121
+9
550
$2.24K ﹤0.01%
32
20 21
22
23 24