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
$151M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$1.01M
3 +$805K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$796K
5
CMCSA icon
Comcast
CMCSA
+$709K

Top Sells

1 +$3.71M
2 +$950K
3 +$834K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$789K
5
SO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LRNZ icon
751
TrueShares Technology AI & Deep Learning ETF
LRNZ
$34M
$38 ﹤0.01%
+1
GERN icon
752
Geron
GERN
$849M
$37 ﹤0.01%
8
PACB icon
753
Pacific Biosciences
PACB
$556M
$34 ﹤0.01%
20
NBDS icon
754
Neuberger Disrupters ETF
NBDS
$28.8M
$31 ﹤0.01%
+1
SCLX icon
755
Scilex Holding
SCLX
$101M
$31 ﹤0.01%
+1
DARE icon
756
Dare Bioscience
DARE
$29.9M
$30 ﹤0.01%
+9
ATRC icon
757
AtriCure
ATRC
$2.04B
$29 ﹤0.01%
+1
SGMA
758
DELISTED
Sigmatron International
SGMA
$29 ﹤0.01%
10
BEST
759
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$28 ﹤0.01%
10
LAZR icon
760
Luminar Technologies
LAZR
$47.1M
$27 ﹤0.01%
2
EXEL icon
761
Exelixis
EXEL
$11.9B
$26 ﹤0.01%
+1
EDIT icon
762
Editas Medicine
EDIT
$228M
$24 ﹤0.01%
7
FFAI
763
Faraday Future Intelligent Electric
FFAI
$190M
$23 ﹤0.01%
8
SMMT icon
764
Summit Therapeutics
SMMT
$13.3B
$22 ﹤0.01%
+1
WTAI icon
765
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$490M
$20 ﹤0.01%
1
MARA icon
766
Marathon Digital Holdings
MARA
$3.85B
$17 ﹤0.01%
1
CHPT icon
767
ChargePoint
CHPT
$173M
$14 ﹤0.01%
1
ABOS icon
768
Acumen Pharmaceuticals
ABOS
$130M
$13 ﹤0.01%
5
AMBO
769
Ambow Education Holding
AMBO
$10M
$13 ﹤0.01%
10
OUST icon
770
Ouster
OUST
$1.33B
$13 ﹤0.01%
2
TRVN
771
DELISTED
Trevena, Inc.
TRVN
$12 ﹤0.01%
3
-1
CSCI
772
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$8 ﹤0.01%
2
AEI icon
773
Alset
AEI
$105M
$7 ﹤0.01%
5
TOVX icon
774
Theriva Biologics
TOVX
$6.43M
$6 ﹤0.01%
4
CNBS icon
775
Amplify Seymour Cannabis ETF
CNBS
$113M
0