PCM

Price Capital Management Portfolio holdings

AUM $85.1M
1-Year Est. Return 28.27%
This Quarter Est. Return
1 Year Est. Return
+28.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.3M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$1.45M
3
+$1.21M

Top Sells

1
+$478K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.83M 33.61%
+552,900
2
$1.45M 7.15%
+15,000
3
$1.21M 5.94%
+40,000
4
– –
-10,000