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
51
$1.82M 0.61%
94,618
-1,198
52
$1.82M 0.61%
37,639
+2,909
53
$1.78M 0.6%
58,327
54
$1.66M 0.56%
17,823
+27
55
$1.65M 0.56%
+158,302
56
$1.65M 0.56%
57,713
57
$1.64M 0.55%
14,517
+321
58
$1.61M 0.54%
65,689
+3,923
59
$1.6M 0.54%
35,919
-13
60
$1.6M 0.54%
31,763
61
$1.56M 0.53%
68,577
+5,239
62
$1.55M 0.52%
29,828
-355
63
$1.52M 0.51%
78,128
-3,256
64
$1.48M 0.5%
43,435
+2,282
65
$1.34M 0.45%
11,822
+1,438
66
$1.25M 0.42%
21,608
-495
67
$1.18M 0.4%
+30,441
68
$1.15M 0.39%
+18,226
69
$1.13M 0.38%
19,596
-411
70
$1.08M 0.37%
10,276
71
$1.01M 0.34%
16,787
-702
72
$1.01M 0.34%
4,948
73
$971K 0.33%
43,885
74
$963K 0.32%
10,959
-110
75
$929K 0.31%
8,733
-3,967
1 2
3
4 5