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
276
$1K ﹤0.01%
+19
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+370
278
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+10
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+25
280
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+25
281
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+68
283
$0 ﹤0.01%
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300
$0 ﹤0.01%
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