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
$135M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$372K
2 +$274K
3 +$268K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$207K
5
WMT icon
Walmart
WMT
+$201K

Top Sells

1 +$834K
2 +$223K
3 +$214K
4
YUM icon
Yum! Brands
YUM
+$212K
5
ENB icon
Enbridge
ENB
+$209K

Sector Composition

1 Financials 17.61%
2 Energy 7.58%
3 Technology 7.23%
4 Consumer Staples 4.82%
5 Healthcare 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,532