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
$862M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$12.2M
3
+$11.5M
4
ALL icon
Allstate
ALL
+$8.31M
5
SF icon
Stifel
SF
+$8.31M

Top Sells

1
+$8M
2
+$7.26M
3
+$6.69M
4
C icon
Citigroup
C
+$3.8M
5
T icon
AT&T
T
+$2.14M

Sector Composition

1 Financials 20.28%
2 Healthcare 18.24%
3 Technology 16.12%
4 Consumer Staples 11.78%
5 Energy 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252K 0.03%
6,417
52
$240K 0.03%
4,825
53
$141K 0.02%
15,425
54
– –
-103,249
55
– –
-555,619
1 2
3