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
176
$63.9K 0.05%
160
177
$61.1K 0.04%
914
+8
178
$60.2K 0.04%
1,733
179
$59.1K 0.04%
+350
180
$57.8K 0.04%
1,152
181
$55.2K 0.04%
530
182
$54.6K 0.04%
750
183
$54.2K 0.04%
209
-2
184
$53.4K 0.04%
134
+36
185
$51.2K 0.04%
1,836
186
$50.8K 0.04%
139
+24
187
$50.3K 0.04%
500
188
$49.6K 0.04%
700
+57
189
$49.2K 0.04%
1,274
+531
190
$48.9K 0.04%
2,348
191
$48.5K 0.04%
991
192
$48.2K 0.04%
77
193
$48K 0.04%
395
194
$47.4K 0.03%
804
195
$46.9K 0.03%
303
+273
196
$46.9K 0.03%
1,179
197
$46.7K 0.03%
905
198
$45.7K 0.03%
1,206
-728
199
$44.2K 0.03%
390
+186
200
$44.1K 0.03%
282
+277
6 7
8
9 10