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
$141M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.29M
3
+$1.28M
4
WBA
Walgreens Boots Alliance
WBA
+$1.13M
5
FDC
First Data Corporation
FDC
+$1.09M

Top Sells

1
+$1.9M
2
+$484K
3
+$330K
4
WPC icon
W.P. Carey
WPC
+$218K
5
FITB
Fifth Third Bancorp
FITB
+$203K

Sector Composition

1 Financials 35.11%
2 Consumer Discretionary 15.8%
3 Healthcare 12.96%
4 Consumer Staples 8.54%
5 Technology 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
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