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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
176
$526K 0.06%
1,405
+1
177
$514K 0.06%
6,281
+8
178
$508K 0.06%
+7,722
179
$507K 0.06%
7,499
-1,477
180
$497K 0.06%
+7,635
181
$492K 0.06%
+2,818
182
$488K 0.06%
2,163
+1
183
$472K 0.06%
2,981
184
$470K 0.06%
1,586
185
$468K 0.06%
5,969
186
$467K 0.06%
+8,215
187
$464K 0.06%
10,399
188
$461K 0.06%
+1,964
189
$461K 0.06%
11,746
+10
190
$450K 0.05%
5,634
191
$443K 0.05%
15,678
+67
192
$440K 0.05%
2,412
+6
193
$439K 0.05%
3,710
194
$434K 0.05%
3,601
-456
195
$433K 0.05%
6,811
196
$427K 0.05%
2,553
+5
197
$422K 0.05%
+16,915
198
$419K 0.05%
1,647
-8
199
$413K 0.05%
16,944
-80
200
$408K 0.05%
1,344
+3
6 7
8
9 10