PSCM

Per Stirling Capital Management Portfolio holdings

AUM $891M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.41M
3
+$7.93M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$7.21M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$6.64M

Top Sells

1
+$10.3M
2
+$8.54M
3
+$7.51M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$6.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.37M

Sector Composition

1 Technology 2.74%
2 Energy 2.05%
3 Industrials 1.05%
4 Financials 0.85%
5 Consumer Discretionary 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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