PC

Promus Capital Portfolio holdings

AUM $157M
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Sells

1 +$2.54M
2 +$2.5M
3 +$2.45M
4
AAPL icon
Apple
AAPL
+$1.66M
5
APH icon
Amphenol
APH
+$1.61M

Sector Composition

1 Technology 7.5%
2 Financials 5.85%
3 Industrials 4.61%
4 Communication Services 3.1%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EBAY icon
226
eBay
EBAY
$37.3B
$17.1K 0.01%
188
JPST icon
227
JPMorgan Ultra-Short Income ETF
JPST
$35.4B
$17K 0.01%
+334
DHI icon
228
D.R. Horton
DHI
$45.5B
$16.7K 0.01%
99
+1
SSRM icon
229
SSR Mining
SSRM
$4.43B
$16.6K 0.01%
681
PSX icon
230
Phillips 66
PSX
$57B
$16.5K 0.01%
+121
SCHM icon
231
Schwab US Mid-Cap ETF
SCHM
$12.4B
$16.4K 0.01%
555
CVS icon
232
CVS Health
CVS
$101B
$16.4K 0.01%
217
IBIT icon
233
iShares Bitcoin Trust
IBIT
$66.6B
$16.3K 0.01%
250
FNCL icon
234
Fidelity MSCI Financials Index ETF
FNCL
$2.44B
$16K 0.01%
210
RSG icon
235
Republic Services
RSG
$66.7B
$15.8K 0.01%
69
IPAC icon
236
iShares Core MSCI Pacific ETF
IPAC
$1.99B
$15.7K 0.01%
214
SCHC icon
237
Schwab International Small-Cap Equity ETF
SCHC
$4.86B
$15.5K 0.01%
340
GEV icon
238
GE Vernova
GEV
$185B
$15.4K 0.01%
25
SCHE icon
239
Schwab Emerging Markets Equity ETF
SCHE
$11B
$14.8K 0.01%
444
DUK icon
240
Duke Energy
DUK
$90.8B
$14.5K 0.01%
+117
BAM icon
241
Brookfield Asset Management
BAM
$85.7B
$13.5K 0.01%
237
INFL icon
242
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.31B
$13.4K 0.01%
300
BSX icon
243
Boston Scientific
BSX
$137B
$13K 0.01%
133
EMB icon
244
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.5B
$12.8K 0.01%
+134
VZ icon
245
Verizon
VZ
$172B
$11.4K 0.01%
+259
DBEF icon
246
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.54B
$11.2K 0.01%
+241
PNC icon
247
PNC Financial Services
PNC
$82.7B
$9.64K 0.01%
+48
HR icon
248
Healthcare Realty
HR
$6.06B
$9.63K 0.01%
534
FHLC icon
249
Fidelity MSCI Health Care Index ETF
FHLC
$2.85B
$9.36K 0.01%
140
HUBS icon
250
HubSpot
HUBS
$19.1B
$9.36K 0.01%
+20