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
301
$12.5K 0.01%
+159
302
$12K 0.01%
+825
303
$11.9K 0.01%
+195
304
$11.5K 0.01%
+620
305
$11.2K 0.01%
+345
306
$11K 0.01%
+200
307
$10.8K 0.01%
+52
308
$10K 0.01%
+44
309
$9.66K 0.01%
+81
310
$9.59K 0.01%
+1,000
311
$9.54K 0.01%
+632
312
$9.31K 0.01%
+27
313
$9.3K 0.01%
+343
314
$9.28K 0.01%
+189
315
$9.16K 0.01%
+49
316
$9.1K 0.01%
180
-89,033
317
$8.96K 0.01%
+178
318
$8.76K 0.01%
+502
319
$8.55K 0.01%
+115
320
$8.24K 0.01%
+1,408
321
$8.1K 0.01%
+419
322
$8.09K 0.01%
+240
323
$8K 0.01%
+61
324
$7.96K 0.01%
+266
325
$7.86K 0.01%
+750