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
601
$1.12K ﹤0.01%
+48
602
$1.1K ﹤0.01%
24
603
$1.09K ﹤0.01%
25
604
$1.09K ﹤0.01%
18
605
$1.08K ﹤0.01%
+64
606
$1.07K ﹤0.01%
303
607
$1.06K ﹤0.01%
18
-87
608
$1.05K ﹤0.01%
40
609
$983 ﹤0.01%
+8
610
$976 ﹤0.01%
11
611
$951 ﹤0.01%
19
612
$950 ﹤0.01%
20
613
$932 ﹤0.01%
11
614
$928 ﹤0.01%
5
615
$923 ﹤0.01%
7
616
$872 ﹤0.01%
3
617
$818 ﹤0.01%
8
618
$814 ﹤0.01%
53
619
$784 ﹤0.01%
8
620
$776 ﹤0.01%
20
621
$733 ﹤0.01%
197
+10
622
$732 ﹤0.01%
6
-64
623
$723 ﹤0.01%
26
624
$719 ﹤0.01%
33
625
$718 ﹤0.01%
6
23 24
25
26 27