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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
101
$1.32M 0.16%
24,292
+208
102
$1.27M 0.15%
6,530
-36,498
103
$1.25M 0.15%
9,269
+23
104
$1.24M 0.15%
10,560
-528
105
$1.22M 0.15%
6,410
-711
106
$1.21M 0.14%
7,789
+84
107
$1.2M 0.14%
13,625
+54
108
$1.19M 0.14%
3,764
+62
109
$1.16M 0.14%
22,287
+102
110
$1.15M 0.14%
23,498
-160
111
$1.13M 0.13%
2,241
-20
112
$1.09M 0.13%
40,074
+3,718
113
$1.09M 0.13%
6,362
+17
114
$1.08M 0.13%
5,803
-14
115
$1.04M 0.12%
27,513
116
$1.03M 0.12%
44,640
+6,243
117
$1.03M 0.12%
10,616
-22
118
$1M 0.12%
3,050
+35
119
$1M 0.12%
4,636
+2
120
$992K 0.12%
4,073
-30
121
$979K 0.12%
9,764
+10
122
$924K 0.11%
2,079
-253
123
$923K 0.11%
9,162
-174
124
$922K 0.11%
8,944
-6,475
125
$921K 0.11%
23,106
-1,032
3 4
5
6 7