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PCM
Pointe Capital Management Portfolio holdings
AUM
$202M
1-Year Est. Return
17.54%
This Fund
S&P 500
1 Year Est. Return
+17.54%
AUM
$202M
AUM Growth
+$334K
(+0.17%)
Holding
163
Top Buys
| 1 | +$769K | |
| 2 | +$752K | |
| 3 | +$551K | |
| 4 |
Broadcom
AVGO
|
+$530K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$482K |
Top Sells
| 1 | +$499K | |
| 2 | +$484K | |
| 3 | +$430K | |
| 4 |
GE Aerospace
GE
|
+$283K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$268K |
Sector Composition
| 1 | Financials | 10.22% |
| 2 | Technology | 8% |
| 3 | Industrials | 4.97% |
| 4 | Energy | 4.67% |
| 5 | Communication Services | 3.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
American Express
AXP
$214B
| $211K | 0.1% |
699
|
|
||
152
iShares Russell Mid-Cap ETF
IWR
$53.9B
| $203K | 0.1% |
2,087
|
|
||
153
Enbridge
ENB
$123B
| $202K | 0.1% |
+3,744
|
|
||
154
Crescent Energy
CRGY
$3.87B
| – | – |
-13,008
|
|
||
155
Dominion Energy
D
$58.7B
| – | – |
-7,338
|
|
||
156
Booking.com
BKNG
$124B
| – | – |
-1,100
|
|
||
|
157
Vanguard Total International Bond ETF
BNDX
$81.4B
| – | – |
-5,554
|
|
||
|
BXMX
158
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
| – | – |
-14,155
|
|
||
159
Cincinnati Financial
CINF
$25.7B
| – | – |
-1,260
|
|
||
160
iShares S&P 500 Growth ETF
IVW
$71.3B
| – | – |
-1,656
|
|
||
161
Medtronic
MDT
$103B
| – | – |
-2,084
|
|
||
|
MRSH
162
Marsh
MRSH
$80.5B
| – | – |
-1,197
|
|
||
163
SoFi Technologies
SOFI
$20.4B
| – | – |
-18,490
|
|