PCMC
Planning Capital Management Corporation Portfolio holdings
AUM
$151M
1-Year Est. Return
30.62%
1 Year Est. Return
+30.62%
AUM
$142M
AUM Growth
+$4.72M
(+3.4%)
Holding
766
Top Buys
| 1 | +$521K | |
| 2 | +$469K | |
| 3 | +$426K | |
| 4 |
Broadcom
AVGO
|
+$413K |
| 5 |
Microsoft
MSFT
|
+$410K |
Top Sells
| 1 | +$1.28M | |
| 2 | +$525K | |
| 3 | +$400K | |
| 4 |
3M
MMM
|
+$349K |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$334K |
Sector Composition
| 1 | Consumer Staples | 17.31% |
| 2 | Industrials | 10.27% |
| 3 | Healthcare | 9.66% |
| 4 | Technology | 8.64% |
| 5 | Consumer Discretionary | 6.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
SolarEdge
SEDG
$1.74B
| – | – |
-100
|
|
||
752
abrdn Physical Gold Shares ETF
SGOL
$7.36B
| – | – |
-90
|
|
||
753
ProShares Short High Yield
SJB
$54.1M
| – | – |
-700
|
|
||
754
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.1B
| – | – |
-118
|
|
||
755
ProShares UltraPro Short QQQ
SQQQ
$2.5B
| – | – |
-13
|
|
||
756
T. Rowe Price US Equity Research ETF
TSPA
$2.12B
| – | – |
-213
|
|
||
757
iShares MSCI USA Min Vol Factor ETF
USMV
$22.6B
| – | – |
-54
|
|
||
758
Vanguard FTSE Developed Markets ETF
VEA
$187B
| – | – |
-1,152
|
|
||
759
Vanguard Long-Term Treasury ETF
VGLT
$9.96B
| – | – |
-46
|
|
||
760
ProShares VIX Short-Term Futures ETF
VIXY
$66.8M
| – | – |
-425
|
|
||
761
WIX.com
WIX
$5.73B
| – | – |
-21
|
|
||
762
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15B
| – | – |
-200
|
|
||
|
CTLT
763
DELISTED
CATALENT, INC.
CTLT
| – | – |
-187
|
|
||
|
DOOR
764
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| – | – |
-143
|
|
||
|
PXD
765
DELISTED
Pioneer Natural Resource Co.
PXD
| – | – |
-1,273
|
|