PCM

Price Capital Management Portfolio holdings

AUM $1.42M
1-Year Est. Return 21.24%
This Quarter Est. Return
1 Year Est. Return
+21.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$27.5M
2 +$16.5M
3 +$3.95M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.03M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.5M 56.17%
+709,420
2
$16.5M 33.67%
+188,620
3
$3.95M 8.06%
+35,900
4
$1.03M 2.1%
+50,000