PCM

Poehling Capital Management Portfolio holdings

AUM $475M
1-Year Est. Return 18.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.5%
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
152
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$9.18M
3
+$5.54M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.42M
5
BEN icon
Franklin Resources
BEN
+$1.37M

Top Sells

1
+$4.05M
2
+$3.26M
3
+$2.56M
4
BATRA icon
Atlanta Braves Holdings Series A
BATRA
+$2.46M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.42M

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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