PCMC
Planning Capital Management Corporation Portfolio holdings
AUM
$151M
1-Year Return
30.62%
This Quarter Return
+9.49%
1 Year Return
+30.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$9.27M
(+6.5%)
Cap. Flow
-$3.9M
Cap. Flow
% of AUM
-2.59%
Top 10 Holdings %
Top 10 Hldgs %
34.9%
Holding
925
New
204
Increased
181
Reduced
131
Closed
146
Top Buys
| 1 |
Apple
AAPL
|
+$1.18M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
+$1.01M |
| 3 |
NVIDIA
NVDA
|
+$805K |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$796K |
| 5 |
Comcast
CMCSA
|
+$709K |
Top Sells
| 1 |
3M
MMM
|
+$3.71M |
| 2 |
Kellanova
K
|
+$950K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$834K |
| 4 |
Walmart
WMT
|
+$789K |
| 5 |
Southern Company
SO
|
+$754K |
Sector Composition
| 1 | Consumer Staples | 17.55% |
| 2 | Technology | 10.44% |
| 3 | Healthcare | 8.9% |
| 4 | Industrials | 8.9% |
| 5 | Consumer Discretionary | 6.1% |
