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
$217M
AUM Growth
-$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M

Top Sells

1
+$163M

Sector Composition

1 Financials 53.44%
2 Consumer Discretionary 16.76%
3 Industrials 2.79%
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
$116M 53.44%
145
-204
SGOV icon
2
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$58.5M 27%
581,100
PDD icon
3
Pinduoduo
PDD
$182B
$36.3M 16.76%
306,751
+176,751
SWBI icon
4
Smith & Wesson
SWBI
$440M
$6.05M 2.79%
648,956