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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
51
$4.44M 0.53%
20,243
-74
52
$4.27M 0.51%
6,412
53
$4.06M 0.49%
116,966
-71,325
54
$4.06M 0.49%
81,155
+1,427
55
$4.06M 0.49%
75,091
+2,731
56
$3.98M 0.48%
50,461
-2,062
57
$3.8M 0.45%
82,362
-3,049
58
$3.76M 0.45%
65,379
-802
59
$3.72M 0.44%
60,305
+505
60
$3.58M 0.43%
32,857
-414
61
$3.46M 0.41%
172,129
-12,554
62
$3.27M 0.39%
85,895
-1,936
63
$3.08M 0.37%
25,999
+11,728
64
$3.07M 0.37%
75,550
-293
65
$3.05M 0.37%
5,898
+94
66
$3.02M 0.36%
83,097
-58,975
67
$2.77M 0.33%
118,868
+4,680
68
$2.71M 0.32%
30,202
-46,244
69
$2.39M 0.29%
40,444
+16,575
70
$2.26M 0.27%
9,740
+58
71
$2.22M 0.27%
20,890
-99
72
$2.19M 0.26%
+87,506
73
$2.14M 0.26%
42,196
+299
74
$2.1M 0.25%
14,848
+4
75
$2.03M 0.24%
50,101
-289
1 2
3
4 5