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
$266M
AUM Growth
-$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$7M
3
+$5.88M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.47M
5
BEN icon
Franklin Resources
BEN
+$1.25M

Top Sells

1
+$4.05M
2
+$3.49M
3
+$3.26M
4
ENB icon
Enbridge
ENB
+$2.56M
5
BATRA icon
Atlanta Braves Holdings Series A
BATRA
+$2.46M

Sector Composition

1 Financials 32.11%
2 Healthcare 20.36%
3 Communication Services 9.13%
4 Technology 7.66%
5 Energy 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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