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
201
$42.6K 0.03%
28
202
$42.1K 0.03%
491
+210
203
$41.4K 0.03%
634
-50
204
$41.2K 0.03%
410
-750
205
$41.1K 0.03%
515
206
$40.8K 0.03%
40
+20
207
$39.7K 0.03%
121
-1
208
$39.3K 0.03%
264
-69
209
$39.3K 0.03%
225
+27
210
$38.9K 0.03%
573
211
$38.6K 0.03%
152
-20
212
$38K 0.03%
440
-86
213
$37.9K 0.03%
874
-153
214
$37.8K 0.03%
355
215
$37.8K 0.03%
+3,762
216
$37.2K 0.03%
282
+152
217
$37.1K 0.03%
1,651
218
$37K 0.03%
5,500
+900
219
$36.3K 0.03%
931
+40
220
$34.9K 0.03%
7,220
221
$34.7K 0.03%
104
222
$34.3K 0.03%
161
-25
223
$34.2K 0.03%
396
224
$34.1K 0.02%
175
225
$33.7K 0.02%
1,052
+5
7 8
9
10 11