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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
76
$2.02M 0.24%
5,671
+6
77
$2M 0.24%
25,658
+2,527
78
$1.96M 0.23%
18,393
+258
79
$1.94M 0.23%
13,792
-258
80
$1.89M 0.23%
42,420
+33,068
81
$1.86M 0.22%
43,839
82
$1.84M 0.22%
69,706
-9,575
83
$1.82M 0.22%
38,229
-105,049
84
$1.81M 0.22%
64,838
+3,753
85
$1.77M 0.21%
17,783
+495
86
$1.6M 0.19%
51,433
+7,130
87
$1.57M 0.19%
42,470
+4,824
88
$1.54M 0.18%
91,900
+10,613
89
$1.52M 0.18%
26,565
-213
90
$1.5M 0.18%
61,450
+385
91
$1.5M 0.18%
4,272
+1
92
$1.5M 0.18%
5,365
93
$1.49M 0.18%
39,346
+1,818
94
$1.48M 0.18%
+12,370
95
$1.46M 0.17%
+17,592
96
$1.45M 0.17%
11,711
-3,127
97
$1.44M 0.17%
36,748
-173
98
$1.43M 0.17%
5,888
-130
99
$1.4M 0.17%
7,064
+3
100
$1.37M 0.16%
46,319
+220
2 3
4
5 6