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
$116M
AUM Growth
-$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$1.65M
2 +$572K
3 +$409K
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$363K
5
NBLX
Noble Midstream Partners LP
NBLX
+$354K

Top Sells

1 +$1.26M
2 +$783K
3 +$730K
4
EEP
Enbridge Energy Partners
EEP
+$617K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$521K

Sector Composition

1 Energy 18.57%
2 Financials 13.21%
3 Technology 4.17%
4 Healthcare 3.83%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,178
152
-3,150
153
-25,678
154
-44,707
155
-56,520