PCM
Pointe Capital Management Portfolio holdings
AUM
$193M
This Quarter Return
+2.64%
1 Year Return
+18.18%
3 Year Return
+58.59%
5 Year Return
+100.26%
10 Year Return
+109.24%
AUM
$175M
AUM Growth
+$175M
(+27%)
Cap. Flow
+$37.5M
Cap. Flow
% of AUM
21.4%
Top 10 Holdings %
Top 10 Hldgs %
38.78%
Holding
263
New
116
Increased
14
Reduced
16
Closed
117
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$9.55M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$9.11M |
| 3 |
WisdomTree US SmallCap Dividend Fund
DES
|
$9.01M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$7.88M |
| 5 |
Invesco QQQ Trust
QQQ
|
$7.35M |
Top Sells
Sector Composition
| 1 | Healthcare | 2.74% |
| 2 | Industrials | 1.78% |
| 3 | Communication Services | 1.7% |
| 4 | Energy | 1.7% |
| 5 | Technology | 1.65% |
