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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
151
$655K 0.08%
21,618
-279
152
$648K 0.08%
10,011
-739
153
$647K 0.08%
1,396
+55
154
$647K 0.08%
4,588
+791
155
$641K 0.08%
6,292
156
$641K 0.08%
14,873
+1,869
157
$633K 0.08%
9,606
-131
158
$632K 0.08%
25,510
+3,920
159
$630K 0.08%
16,576
-2,090
160
$625K 0.07%
16,303
161
$624K 0.07%
22,325
+491
162
$606K 0.07%
3,903
-58
163
$596K 0.07%
1,400
-614
164
$595K 0.07%
7,587
-1,273
165
$590K 0.07%
11,810
-244
166
$590K 0.07%
13,463
+63
167
$574K 0.07%
12,533
168
$564K 0.07%
3,735
-372
169
$561K 0.07%
2,539
+2
170
$555K 0.07%
2,727
-175
171
$550K 0.07%
21,394
-31
172
$543K 0.06%
7,732
+8
173
$541K 0.06%
2,919
+9
174
$536K 0.06%
7,907
-35,726
175
$533K 0.06%
13,462
+208
5 6
7
8 9