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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
SDY icon
126
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$111K 0.07%
778
ITW icon
127
Illinois Tool Works
ITW
$76B
$108K 0.07%
414
-194
EXC icon
128
Exelon
EXC
$46.9B
$107K 0.07%
2,643
-350
GE icon
129
GE Aerospace
GE
$373B
$106K 0.07%
560
+505
GS icon
130
Goldman Sachs
GS
$323B
$104K 0.07%
209
+149
PSQ icon
131
ProShares Short QQQ
PSQ
$653M
$103K 0.07%
2,600
-300
MINT icon
132
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.3B
$102K 0.07%
1,016
-108
SCHA icon
133
Schwab U.S Small- Cap ETF
SCHA
$23.6B
$102K 0.07%
3,970
+146
LLY icon
134
Eli Lilly
LLY
$980B
$99.2K 0.07%
112
-263
TJX icon
135
TJX Companies
TJX
$181B
$98.9K 0.07%
842
-1,096
PRU icon
136
Prudential Financial
PRU
$37B
$98.9K 0.07%
817
+134
HDV
137
iShares Core High Dividend ETF
HDV
$13.3B
$98.9K 0.07%
4,205
DNP icon
138
DNP Select Income Fund
DNP
$4.03B
$96.9K 0.06%
9,656
ISRG icon
139
Intuitive Surgical
ISRG
$144B
$93.3K 0.06%
190
+30
MUNI icon
140
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.01B
$92.1K 0.06%
1,738
DVY icon
141
iShares Select Dividend ETF
DVY
$22.3B
$91.7K 0.06%
679
MRVL icon
142
Marvell Technology
MRVL
$272B
$91K 0.06%
1,261
+561
TMO icon
143
Thermo Fisher Scientific
TMO
$173B
$88.5K 0.06%
143
-325
XLF icon
144
State Street Financial Select Sector SPDR ETF
XLF
$50.7B
$85.5K 0.06%
1,887
+238
MGV icon
145
Vanguard Mega Cap Value ETF
MGV
$12.9B
$85.4K 0.06%
+666
NKE icon
146
Nike
NKE
$66.9B
$81K 0.05%
917
-817
RTX icon
147
RTX Corp
RTX
$250B
$80.6K 0.05%
665
-190
IFN
148
Aberdeen India Fund
IFN
$499M
$79.5K 0.05%
4,181
+733
CSX icon
149
CSX Corp
CSX
$84.8B
$77.3K 0.05%
2,237
+316
PEG icon
150
Public Service Enterprise Group
PEG
$39.8B
$77K 0.05%
863
-67
4 5
6
7 8