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
51
$402K 0.29%
2,416
-1,102
52
$393K 0.29%
2,605
-1,690
53
$382K 0.28%
42,871
+16,313
54
$358K 0.26%
3,055
-62
55
$353K 0.26%
2,016
-345
56
$345K 0.25%
16,665
-3,261
57
$341K 0.25%
5,610
-10
58
$337K 0.25%
1,879
-538
59
$334K 0.24%
1,273
-47
60
$320K 0.23%
1,981
+22
61
$307K 0.22%
1,058
-10
62
$296K 0.22%
4,966
63
$292K 0.21%
375
-55
64
$288K 0.21%
2,526
+587
65
$288K 0.21%
750
-1
66
$280K 0.2%
681
67
$271K 0.2%
4,135
+2,310
68
$269K 0.2%
1,086
69
$264K 0.19%
1,385
+9
70
$263K 0.19%
453
+142
71
$252K 0.18%
1,456
+8
72
$247K 0.18%
714
-73
73
$238K 0.17%
4,766
-2,799
74
$237K 0.17%
2,338
-110
75
$227K 0.17%
12,867
-219
1 2
3
4 5