PCM
Pointe Capital Management Portfolio holdings
AUM
$193M
1-Year Return
18.18%
This Quarter Return
+6.22%
1 Year Return
+18.18%
3 Year Return
+58.59%
5 Year Return
+100.26%
10 Year Return
+109.24%
AUM
$171M
AUM Growth
+$10.2M
(+6.3%)
Cap. Flow
+$1.27M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
38.58%
Holding
166
New
8
Increased
53
Reduced
34
Closed
6
Top Buys
| 1 |
Amplify Cybersecurity ETF
HACK
|
$766K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$615K |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$487K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$406K |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$394K |
Top Sells
| 1 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.34M |
| 2 |
JPMorgan Chase
JPM
|
$479K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$467K |
| 4 |
Citizens Financial Group
CFG
|
$381K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$312K |
Sector Composition
| 1 | Financials | 12.12% |
| 2 | Technology | 8.93% |
| 3 | Energy | 6.29% |
| 4 | Industrials | 5.17% |
| 5 | Consumer Staples | 3.99% |
