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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
26
$9.74M 1.16%
231,738
+174,221
27
$9.07M 1.08%
15,111
-159
28
$8.54M 1.02%
71,874
-1,361
29
$8.35M 1%
87,776
-208
30
$8.2M 0.98%
32,187
-4,598
31
$8.04M 0.96%
156,253
+7,006
32
$7.98M 0.95%
65,946
+59,125
33
$7.82M 0.94%
157,126
+80,037
34
$7.8M 0.93%
154,594
+42,093
35
$7.4M 0.88%
254,044
+8,681
36
$7.16M 0.86%
262,410
+10,087
37
$6.68M 0.8%
75,025
-676
38
$6.67M 0.8%
124,248
-228
39
$6.55M 0.78%
58,056
-411
40
$6.34M 0.76%
102,022
-38,079
41
$6.15M 0.74%
120,484
+37,753
42
$5.95M 0.71%
137,648
+1,457
43
$5.85M 0.7%
136,826
+5,940
44
$5.55M 0.66%
+139,501
45
$5.2M 0.62%
41,483
-356
46
$5.15M 0.62%
65,751
+2,173
47
$5.07M 0.61%
+73,537
48
$4.86M 0.58%
66,843
+1,297
49
$4.79M 0.57%
169,323
+13
50
$4.53M 0.54%
21,004
-53
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