PCM

Poehling Capital Management Portfolio holdings

AUM $476M
1-Year Est. Return 22.71%
This Quarter Est. Return
1 Year Est. Return
+22.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$774K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$5.57M
2 +$2.89M
3 +$2.09M
4
KDP icon
Keurig Dr Pepper
KDP
+$1.88M
5
DINO icon
HF Sinclair
DINO
+$1.24M

Top Sells

1 +$3.15M
2 +$1.85M
3 +$1.83M
4
INTC icon
Intel
INTC
+$1.72M
5
UL icon
Unilever
UL
+$1.55M

Sector Composition

1 Financials 34.6%
2 Healthcare 17.46%
3 Communication Services 10.1%
4 Technology 9.94%
5 Energy 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-29,828