PFC

Poplar Forest Capital Portfolio holdings

AUM $563M
1-Year Est. Return 8.43%
This Quarter Est. Return
1 Year Est. Return
+8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11M
3
+$10.5M
4
DGX icon
Quest Diagnostics
DGX
+$9.52M
5
C icon
Citigroup
C
+$5.46M

Top Sells

1
+$13.5M
2
+$12.4M
3
+$10.5M
4
AA icon
Alcoa
AA
+$9.18M
5
BAC icon
Bank of America
BAC
+$5.33M

Sector Composition

1 Financials 33.31%
2 Technology 17.37%
3 Energy 10.57%
4 Healthcare 10.1%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.02%
+4,929
52
$205K 0.02%
+8,000
53
– –
-65,527
54
– –
-2,700
1 2
3