PCM

Punch Card Management Portfolio holdings

AUM $310M
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$93.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$48.3M
3
+$11.3M

Top Sells

1
+$3.98M
2
+$1.52M

Sector Composition

1 Financials 49.7%
2 Consumer Discretionary 31.37%
3 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.06T
$106M 34.1%
145
SGOV icon
2
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$57M 18.39%
566,000
-15,100
CROX icon
3
Crocs
CROX
$4.53B
$53.8M 17.36%
+531,108
PYPL icon
4
PayPal
PYPL
$64.4B
$48.3M 15.6%
+650,447
PDD icon
5
Pinduoduo
PDD
$182B
$43.4M 14.02%
415,004
+108,253
SWBI icon
6
Smith & Wesson
SWBI
$440M
$1.65M 0.53%
189,933
-459,023