PCM
Poehling Capital Management Portfolio holdings
AUM
$428M
This Quarter Return
+3.28%
1 Year Return
+18.28%
3 Year Return
+49.34%
5 Year Return
+94.76%
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+4.8%)
Cap. Flow
+$7.96M
Cap. Flow
% of AUM
4.08%
Top 10 Holdings %
Top 10 Hldgs %
32.05%
Holding
122
New
14
Increased
29
Reduced
55
Closed
6
Top Buys
| 1 |
Apple
AAPL
|
$2.99M |
| 2 |
GraniteShares Gold Shares
BAR
|
$2.64M |
| 3 |
Intel
INTC
|
$2.59M |
| 4 |
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
|
$1.97M |
| 5 |
System1
SST
|
$1.73M |
Top Sells
| 1 |
Charles Schwab
SCHW
|
$2.17M |
| 2 |
Carrier Global
CARR
|
$1.5M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$1.21M |
| 4 |
Microsoft
MSFT
|
$1.01M |
| 5 |
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% |
