PCM

Pointe Capital Management Portfolio holdings

AUM $193M
1-Year Est. Return 18.18%
This Quarter Est. Return
1 Year Est. Return
+18.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1 +$772K
2 +$681K
3 +$358K
4
XOM icon
Exxon Mobil
XOM
+$313K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$269K

Sector Composition

1 Financials 11.74%
2 Energy 9.33%
3 Technology 7.28%
4 Healthcare 5.47%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$36.6K 0.03%
+160
252
$34.1K 0.02%
+786
253
$34.1K 0.02%
+702
254
$33.9K 0.02%
+1,890
255
$33.1K 0.02%
+248
256
$32.7K 0.02%
+107
257
$32.7K 0.02%
+171
258
$32.2K 0.02%
+560
259
$31.7K 0.02%
+210
260
$30.3K 0.02%
+783
261
$29.4K 0.02%
+300
262
$29.1K 0.02%
+589
263
$28.4K 0.02%
+452
264
$28.1K 0.02%
+1,431
265
$28.1K 0.02%
+294
266
$27.8K 0.02%
+347
267
$25.4K 0.02%
+167
268
$24K 0.02%
+316
269
$23.2K 0.02%
+209
270
$22.4K 0.02%
+800
271
$22K 0.02%
+220
272
$21.8K 0.02%
+233
273
$21.8K 0.02%
+90
274
$21.6K 0.02%
+233
275
$21.2K 0.02%
+559