PCMC

Private Capital Management (Colorado) Portfolio holdings

AUM $501M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.28M
3
+$4.29M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.04M
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$2.94M

Top Sells

1
+$4.26M
2
+$3.07M
3
+$2.09M
4
TSLA icon
Tesla
TSLA
+$1.97M
5
OPCH icon
Option Care Health
OPCH
+$1.44M

Sector Composition

1 Technology 5.49%
2 Consumer Staples 3.3%
3 Financials 3.14%
4 Consumer Discretionary 1.25%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
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