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
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$9.97M
2 +$4.19M
3 +$3.26M
4
GILD icon
Gilead Sciences
GILD
+$2.98M
5
FFH
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Financials 40.21%
2 Consumer Discretionary 12.66%
3 Healthcare 11.76%
4 Consumer Staples 10.06%
5 Technology 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$15K 0.01%
+2,690
202
$15K 0.01%
+258
203
$15K 0.01%
+800
204
$14K 0.01%
+200
205
$14K 0.01%
+300
206
$14K 0.01%
+250
207
$13K 0.01%
+1,100
208
$13K 0.01%
+200
209
$12K 0.01%
+300
210
$12K 0.01%
+228
211
$12K 0.01%
+250
212
$12K 0.01%
+200
213
$11K 0.01%
+101
214
$11K 0.01%
+283
215
$11K 0.01%
+400
216
$11K 0.01%
+225
217
$11K 0.01%
+170
218
$11K 0.01%
+200
219
$11K 0.01%
+200
220
$10K 0.01%
+128
221
$10K 0.01%
+100
222
$10K 0.01%
+250
223
$10K 0.01%
+100
224
$9K 0.01%
+50
225
$9K 0.01%
+200