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Planning Capital Management Corporation Portfolio holdings

AUM $151M
1-Year Est. Return 30.62%
This Fund
S&P 500
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
+$1.13M
2
+$981K
3
+$783K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$759K
5
CMCSA icon
Comcast
CMCSA
+$670K

Top Sells

1
+$3.32M
2
+$837K
3
+$803K
4
WMT icon
Walmart Inc
WMT
+$718K
5
SO icon
Southern Company
SO
+$715K

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
LBTYK icon
76
Liberty Global Class C
LBTYK
$3.65B
$243K 0.16%
11,266
-1,601
CEG icon
77
Constellation Energy
CEG
$97.9B
$240K 0.16%
922
-69
UNP icon
78
Union Pacific
UNP
$153B
$232K 0.15%
939
+62
META icon
79
Meta Platforms (Facebook)
META
$1.47T
$228K 0.15%
398
+65
IVV icon
80
iShares Core S&P 500 ETF
IVV
$817B
$220K 0.15%
382
VO icon
81
Vanguard Mid-Cap ETF
VO
$105B
$219K 0.15%
3,320
+24
VT icon
82
Vanguard Total World Stock ETF
VT
$75.8B
$217K 0.14%
1,816
+1,333
AMGN icon
83
Amgen
AMGN
$182B
$214K 0.14%
665
+53
PM icon
84
Philip Morris
PM
$278B
$213K 0.14%
1,758
+39
TSLA icon
85
Tesla
TSLA
$1.5T
$209K 0.14%
798
+390
AGG icon
86
iShares Core US Aggregate Bond ETF
AGG
$138B
$201K 0.13%
1,981
+946
SCHV
87
Schwab US Large-Cap Value ETF
SCHV
$16B
$191K 0.13%
7,119
+78
BAC icon
88
Bank of America
BAC
$399B
$190K 0.13%
4,785
+3,578
THO icon
89
Thor Industries
THO
$3.77B
$187K 0.12%
1,705
-1,350
F icon
90
Ford
F
$56B
$187K 0.12%
+17,708
NOBL icon
91
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$186K 0.12%
3,478
+1,872
LEN icon
92
Lennar Class A
LEN
$22.1B
$185K 0.12%
1,018
-1,398
CLX icon
93
Clorox
CLX
$11.6B
$177K 0.12%
1,086
-3
FDX icon
94
FedEx
FDX
$77.8B
$172K 0.11%
627
-431
TTD icon
95
Trade Desk
TTD
$8.7B
$168K 0.11%
1,531
+47
MTB icon
96
M&T Bank
MTB
$33B
$164K 0.11%
922
-5
T icon
97
AT&T
T
$153B
$163K 0.11%
7,403
+1,399
IWM icon
98
iShares Russell 2000 ETF
IWM
$81.1B
$159K 0.11%
721
+68
VGT icon
99
Vanguard Information Technology ETF
VGT
$146B
$159K 0.11%
2,168
+168
ORCL icon
100
Oracle
ORCL
$530B
$155K 0.1%
911
-568
2 3
4
5 6