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
401
$500 ﹤0.01%
+1,000
402
$360 ﹤0.01%
+25
403
$301 ﹤0.01%
+11
404
$246 ﹤0.01%
+60
405
$141 ﹤0.01%
+5
406
$88 ﹤0.01%
+2
407
$66 ﹤0.01%
+2
408
$0 ﹤0.01%
+650