PCMF

Private Capital Management (Florida) Portfolio holdings

AUM $987M
1-Year Est. Return 30.08%
This Quarter Est. Return
1 Year Est. Return
+30.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$21.5M
2 +$18.6M
3 +$8.34M
4
CHFN
Charter Financial Corp
CHFN
+$4.49M
5
TAST
Carrols Restaurant Group, Inc.
TAST
+$4.22M

Top Sells

1 +$13.7M
2 +$9.97M
3 +$1.48M
4
UHS icon
Universal Health Services
UHS
+$1.22M
5
FHI icon
Federated Hermes
FHI
+$1.14M

Sector Composition

1 Healthcare 21.48%
2 Technology 21.28%
3 Financials 12.32%
4 Consumer Discretionary 11.03%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$492K 0.06%
2,839
-355
77
-683,254