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
$121M
AUM Growth
+$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$900K
2 +$657K
3 +$641K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$476K
5
ADM icon
Archer Daniels Midland
ADM
+$452K

Top Sells

1 +$405K
2 +$400K
3 +$380K
4
CSQ icon
Calamos Strategic Total Return Fund
CSQ
+$340K
5
STI
SunTrust Banks, Inc.
STI
+$309K

Sector Composition

1 Energy 17.55%
2 Financials 12.5%
3 Technology 4.42%
4 Healthcare 4.17%
5 Industrials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,193
152
-14,157
153
-5,207