PM

Platinum Management Portfolio holdings

AUM $16.4M
1-Year Est. Return 30.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-30.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.3M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$20.5K

Top Sells

1
+$5.33M
2
+$4.34M
3
+$408K
4
INTT icon
inTEST
INTT
+$224K
5
CPIX icon
Cumberland Pharmaceuticals
CPIX
+$148K

Sector Composition

1 Healthcare 94.25%
2 Consumer Discretionary 0.96%
3 Industrials 0.49%
4 Energy 0.14%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 94.21%
572,742
-157,438
2
$804K 4.16%
377,633
-1,850,588
3
$185K 0.96%
68,179
-27,700
4
$94K 0.49%
47,999
-4,101
5
$28K 0.14%
+3,444
6
– –
0
7
– –
-21,200
8
– –
-2,143
9
– –
-53,421
10
– –
-4,692
11
– –
-13,500
12
– –
-24,800
13
– –
-15,100
14
– –
0
15
– –
-52,798
16
– –
0
17
– –
-12,600
18
– –
-15,200
19
– –
0
20
– –
-1,210
21
– –
-16,800
22
– –
-10,500
23
– –
-1,330
24
– –
-18,918
25
– –
-100,800
1
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