PCM

Price Capital Management Portfolio holdings

AUM $85.1M
1-Year Est. Return 28.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.5M
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$14.9M
3
+$1.56M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.53M
5
SER icon
Serina Therapeutics
SER
+$210K

Top Sells

1
+$74.4M
2
+$73.1M
3
+$2.94M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.63M
5
V icon
Visa
V
+$1.63M

Sector Composition

1 Healthcare 0.29%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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