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
626
$654 ﹤0.01%
10
627
$618 ﹤0.01%
10
628
$616 ﹤0.01%
88
629
$580 ﹤0.01%
10
-276
630
$535 ﹤0.01%
14
631
$514 ﹤0.01%
13
632
$509 ﹤0.01%
113
633
$479 ﹤0.01%
+8
634
$414 ﹤0.01%
26
635
$337 ﹤0.01%
+16
636
$325 ﹤0.01%
50
637
$308 ﹤0.01%
+1
638
$272 ﹤0.01%
+1
639
$248 ﹤0.01%
15
640
$246 ﹤0.01%
+10
641
$241 ﹤0.01%
6
642
$236 ﹤0.01%
+3
643
$215 ﹤0.01%
50
644
$212 ﹤0.01%
+4
645
$207 ﹤0.01%
11
646
$148 ﹤0.01%
100
647
$147 ﹤0.01%
1
648
$19 ﹤0.01%
1
649
$16 ﹤0.01%
+2
650
$11 ﹤0.01%
3
24 25
26
27 28