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
576
$1.63K ﹤0.01%
15
577
$1.62K ﹤0.01%
657
-127
578
$1.62K ﹤0.01%
+33
579
$1.61K ﹤0.01%
18
580
$1.56K ﹤0.01%
19
+9
581
$1.56K ﹤0.01%
52
-77
582
$1.49K ﹤0.01%
27
583
$1.47K ﹤0.01%
48
+36
584
$1.46K ﹤0.01%
23
585
$1.46K ﹤0.01%
5
586
$1.46K ﹤0.01%
10
587
$1.46K ﹤0.01%
29
-158
588
$1.45K ﹤0.01%
34
589
$1.44K ﹤0.01%
+10
590
$1.43K ﹤0.01%
+42
591
$1.38K ﹤0.01%
17
592
$1.37K ﹤0.01%
26
593
$1.37K ﹤0.01%
+32
594
$1.31K ﹤0.01%
6
595
$1.3K ﹤0.01%
+5
596
$1.23K ﹤0.01%
75
-440
597
$1.21K ﹤0.01%
10
598
$1.18K ﹤0.01%
22
599
$1.17K ﹤0.01%
285
600
$1.13K ﹤0.01%
60
-340
22 23
24
25 26