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PSCM

Per Stirling Capital Management Portfolio holdings

AUM $905M
1-Year Est. Return 17.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$836M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.2M
3
+$11.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.46M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$7.16M

Top Sells

1
+$12.2M
2
+$11.5M
3
+$6.85M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$5.26M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$4.94M

Sector Composition

1 Technology 2.79%
2 Energy 1.86%
3 Industrials 0.98%
4 Financials 0.86%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$299K 0.04%
2,630
227
$291K 0.03%
12,380
+32
228
$290K 0.03%
4,335
+15
229
$285K 0.03%
6,536
-26
230
$283K 0.03%
9,981
231
$281K 0.03%
6,035
-14
232
$280K 0.03%
492
+3
233
$277K 0.03%
6,528
-2,304
234
$275K 0.03%
4,525
+30
235
$271K 0.03%
7,022
-16
236
$270K 0.03%
3,332
+91
237
$269K 0.03%
788
+5
238
$268K 0.03%
+892
239
$266K 0.03%
+4,286
240
$266K 0.03%
625
-1,899
241
$266K 0.03%
445
242
$265K 0.03%
7,030
-218
243
$263K 0.03%
1,654
+3
244
$262K 0.03%
2,767
+12
245
$260K 0.03%
784
+4
246
$258K 0.03%
6,322
-16
247
$257K 0.03%
5,502
+581
248
$255K 0.03%
+20,006
249
$252K 0.03%
5,701
+596
250
$251K 0.03%
3,423
+15
8 9
10
11 12