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
126
$104K 0.08%
325
127
$102K 0.07%
778
128
$98.8K 0.07%
434
-110
129
$98.4K 0.07%
12,368
+129
130
$97.1K 0.07%
714
+585
131
$95.4K 0.07%
2,474
-18
132
$92.7K 0.07%
722
-3
133
$92.7K 0.07%
841
134
$92.2K 0.07%
3,744
-1,514
135
$91.7K 0.07%
165
-30
136
$91.2K 0.07%
1,738
137
$89.9K 0.07%
181
138
$89.6K 0.07%
188
-1
139
$87.8K 0.06%
930
-560
140
$87.7K 0.06%
351
+51
141
$87.6K 0.06%
9,656
142
$85.6K 0.06%
520
143
$84.6K 0.06%
287
144
$84.5K 0.06%
1,971
145
$84.3K 0.06%
309
-1
146
$83.6K 0.06%
679
+2
147
$83.3K 0.06%
855
-38
148
$83.2K 0.06%
55
+15
149
$82.6K 0.06%
157
+156
150
$82.2K 0.06%
+303
4 5
6
7 8