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
$214M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 40.57%
2 Financials 8.78%
3 Healthcare 2.81%
4 Real Estate 2.57%
5 Technology 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$218K 0.1%
+2,168
152
$217K 0.1%
+3,830
153
$216K 0.1%
+3,774
154
$215K 0.1%
+7,821
155
$215K 0.1%
+5,745
156
$212K 0.1%
+1,795
157
$204K 0.1%
+5,850
158
$181K 0.08%
+14,119
159
$178K 0.08%
+12,300
160
$166K 0.08%
+12,118
161
$162K 0.08%
+11,000
162
$161K 0.08%
+16,787
163
$122K 0.06%
+11,000
164
$116K 0.05%
+2,320