PCM

Poehling Capital Management Portfolio holdings

AUM $489M
1-Year Est. Return 22.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$4M
3
+$3.1M
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$2.99M
5
BABA icon
Alibaba
BABA
+$2.99M

Top Sells

1
+$2.7M
2
+$2.19M
3
+$1.86M
4
PEP icon
PepsiCo
PEP
+$1.36M
5
HOG icon
Harley-Davidson
HOG
+$1.34M

Sector Composition

1 Financials 35.03%
2 Healthcare 13.01%
3 Communication Services 10.28%
4 Technology 8.87%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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