PCM

Poehling Capital Management Portfolio holdings

AUM $428M
1-Year Est. Return 18.28%
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.59M
3
+$1.97M
4
SST icon
System1
SST
+$1.73M
5
SWBI icon
Smith & Wesson
SWBI
+$1.3M

Top Sells

1
+$2.17M
2
+$1.5M
3
+$1.21M
4
MSFT icon
Microsoft
MSFT
+$1.01M
5
AN icon
AutoNation
AN
+$771K

Sector Composition

1 Financials 34.42%
2 Healthcare 10.96%
3 Consumer Discretionary 10.69%
4 Consumer Staples 8.12%
5 Technology 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 1.31%
44,500
+1,278
27
$2.4M 1.23%
69,220
-70
28
$2.4M 1.23%
35,076
-2,789
29
$2.31M 1.19%
134,326
-578
30
$2.31M 1.19%
15,519
-340
31
$2.29M 1.18%
76,453
-4,172
32
$2.21M 1.13%
22,918
-1,700
33
$2.13M 1.1%
47,689
-940
34
$2.07M 1.06%
86,140
-50,425
35
$2.03M 1.04%
37,708
-241
36
$2M 1.03%
81,198
-2,572
37
$1.97M 1.01%
+86,867
38
$1.95M 1%
1,137
-59
39
$1.92M 0.99%
88,394
-131
40
$1.92M 0.98%
191,971
-3,472
41
$1.87M 0.96%
40,123
+1,314
42
$1.86M 0.95%
39,478
-218
43
$1.74M 0.89%
56,890
-49,137
44
$1.73M 0.89%
+15,996
45
$1.72M 0.88%
39,774
-1,000
46
$1.7M 0.87%
61,839
+445
47
$1.57M 0.81%
65,302
-1,735
48
$1.52M 0.78%
11,331
-2,047
49
$1.5M 0.77%
15,611
+10,111
50
$1.48M 0.76%
53,721
-65
1
2
3 4 5