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
$138M
AUM Growth
+$131K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$3.18M
2 +$569K
3 +$265K
4
ALLY icon
Ally Financial
ALLY
+$255K
5
ET icon
Energy Transfer Partners
ET
+$241K

Sector Composition

1 Energy 32.78%
2 Financials 11.18%
3 Healthcare 3.56%
4 Technology 3.5%
5 Consumer Staples 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,975
152
-12,300
153
-31,244