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
$297M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$3.24M
3
+$3.17M
4
AMZN icon
Amazon
AMZN
+$2.81M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.64M

Top Sells

1
+$3.63M
2
+$1.72M
3
+$1.52M
4
WYNN icon
Wynn Resorts
WYNN
+$954K
5
FDX icon
FedEx
FDX
+$737K

Sector Composition

1 Financials 31.21%
2 Healthcare 19.34%
3 Communication Services 11.4%
4 Technology 10.02%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.06M 1.37%
115,467
+6,663
27
$3.87M 1.3%
121,978
-6,128
28
$3.83M 1.29%
69,928
+1,569
29
$3.83M 1.29%
39,394
+82
30
$3.51M 1.18%
107,296
+49,007
31
$3.46M 1.17%
63,666
+59,663
32
$3.2M 1.08%
30,974
+27,194
33
$3.07M 1.04%
114,027
-1,215
34
$2.94M 0.99%
22,591
-7
35
$2.9M 0.98%
11,992
+10,564
36
$2.68M 0.9%
13,761
-165
37
$2.65M 0.89%
58,032
-291
38
$2.65M 0.89%
18,594
+738
39
$2.64M 0.89%
+66,019
40
$2.55M 0.86%
56,042
+1,545
41
$2.53M 0.85%
61,985
+10,638
42
$2.52M 0.85%
53,792
+178
43
$2.43M 0.82%
46,252
-1,046
44
$2.38M 0.8%
11,215
-7,158
45
$2.13M 0.72%
57,009
+1,091
46
$2.08M 0.7%
32,881
-9
47
$2.07M 0.7%
64,528
+1,585
48
$2.07M 0.7%
6,323
+19
49
$2M 0.67%
10,962
50
$1.85M 0.63%
72,564
+2,515
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