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
551
$2.2K ﹤0.01%
5
552
$2.17K ﹤0.01%
44
-465
553
$2.16K ﹤0.01%
14
554
$2.13K ﹤0.01%
17
-43
555
$2.12K ﹤0.01%
+90
556
$2.1K ﹤0.01%
133
557
$2.08K ﹤0.01%
36
558
$2.04K ﹤0.01%
47
559
$2.02K ﹤0.01%
+31
560
$2.02K ﹤0.01%
32
561
$2.02K ﹤0.01%
125
562
$2K ﹤0.01%
113
563
$1.97K ﹤0.01%
203
564
$1.91K ﹤0.01%
+90
565
$1.88K ﹤0.01%
91
566
$1.84K ﹤0.01%
11
567
$1.83K ﹤0.01%
139
568
$1.79K ﹤0.01%
20
569
$1.79K ﹤0.01%
16
570
$1.76K ﹤0.01%
126
571
$1.74K ﹤0.01%
18
572
$1.71K ﹤0.01%
20
+1
573
$1.69K ﹤0.01%
110
574
$1.69K ﹤0.01%
17
-50
575
$1.64K ﹤0.01%
18
21 22
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24 25