PCM

Poehling Capital Management Portfolio holdings

AUM $475M
1-Year Est. Return 18.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$4.01M
3
+$3.16M
4
AMG icon
Affiliated Managers Group
AMG
+$3.08M
5
FFH
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Financials 40.21%
2 Consumer Discretionary 12.66%
3 Healthcare 11.76%
4 Consumer Staples 10.06%
5 Technology 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
+225
252
$3K ﹤0.01%
+116
253
$3K ﹤0.01%
+26
254
$2K ﹤0.01%
+25
255
$2K ﹤0.01%
+30
256
$2K ﹤0.01%
+55
257
$2K ﹤0.01%
+100
258
$2K ﹤0.01%
+2
259
$2K ﹤0.01%
+125
260
$2K ﹤0.01%
+51
261
$2K ﹤0.01%
+1,143
262
$2K ﹤0.01%
+40
263
$1K ﹤0.01%
+35
264
$1K ﹤0.01%
+4
265
$1K ﹤0.01%
+35
266
$1K ﹤0.01%
+22
267
$1K ﹤0.01%
+100
268
$1K ﹤0.01%
+55
269
$1K ﹤0.01%
+40
270
$1K ﹤0.01%
+11
271
$1K ﹤0.01%
+4
272
$1K ﹤0.01%
+30
273
$1K ﹤0.01%
+8
274
$1K ﹤0.01%
+33
275
$1K ﹤0.01%
+40
8 9 10
11
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