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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
251
$251K 0.03%
2,270
-1
252
$250K 0.03%
715
+2
253
$249K 0.03%
2,672
254
$245K 0.03%
2,462
-39
255
$244K 0.03%
1,167
-112
256
$244K 0.03%
5,203
-12
257
$241K 0.03%
2,540
+21
258
$241K 0.03%
5,518
+615
259
$240K 0.03%
5,415
-16
260
$237K 0.03%
322
+6
261
$236K 0.03%
5,071
-14
262
$234K 0.03%
1,722
+5
263
$233K 0.03%
1,662
-1
264
$231K 0.03%
1,322
265
$225K 0.03%
+6,180
266
$225K 0.03%
826
+1
267
$224K 0.03%
+2,930
268
$223K 0.03%
5,674
+67
269
$223K 0.03%
5,210
270
$220K 0.03%
+699
271
$220K 0.03%
1,432
+2
272
$218K 0.03%
1,529
+40
273
$217K 0.03%
4,964
-13
274
$216K 0.03%
2,995
+4
275
$211K 0.03%
+4,295
9 10
11
12 13