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
151
$80.4K 0.06%
515
+115
152
$80.2K 0.06%
683
-73
153
$78.1K 0.06%
3,100
154
$77.9K 0.06%
1,340
155
$75.5K 0.06%
278
+192
156
$73.2K 0.05%
1,363
-323
157
$72.9K 0.05%
9
158
$72.6K 0.05%
20
-2
159
$71.6K 0.05%
13,342
160
$71K 0.05%
1,916
+30
161
$70.8K 0.05%
344
162
$70.6K 0.05%
3,448
+155
163
$70.5K 0.05%
401
+66
164
$70K 0.05%
729
+144
165
$69.9K 0.05%
1,933
166
$69.8K 0.05%
432
167
$69.4K 0.05%
1,649
+6
168
$68.4K 0.05%
1,167
-816
169
$68.4K 0.05%
1,680
+10
170
$67.8K 0.05%
859
171
$67.3K 0.05%
120
172
$66.4K 0.05%
+364
173
$66.1K 0.05%
781
-10
174
$64.9K 0.05%
262
-33
175
$64.8K 0.05%
840
+40
5 6
7
8 9