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PCM

Punch Card Management Portfolio holdings

AUM $271M
1-Year Est. Return 11.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$80.8M
2 +$30.1M
3 +$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 65.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$84.3M 65.61%
+373
2
$31.2M 24.27%
+1,459,516
3
$13M 10.12%
+2,669,630