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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
201
$405K 0.05%
4,322
202
$404K 0.05%
+2,062
203
$401K 0.05%
3,339
-11
204
$401K 0.05%
2,842
+17
205
$400K 0.05%
8,019
+2,977
206
$398K 0.05%
3,161
-472
207
$396K 0.05%
8,093
-40
208
$395K 0.05%
2,083
209
$385K 0.05%
11,483
-297
210
$378K 0.05%
614
+1
211
$359K 0.04%
5,569
+24
212
$349K 0.04%
1,337
+2
213
$340K 0.04%
7,687
214
$338K 0.04%
365
+21
215
$336K 0.04%
4,925
+9
216
$323K 0.04%
7,334
217
$318K 0.04%
2,781
+7
218
$316K 0.04%
4,759
+524
219
$314K 0.04%
1,327
+3
220
$310K 0.04%
2,726
221
$309K 0.04%
1,681
+6
222
$307K 0.04%
5,335
+973
223
$305K 0.04%
10,000
224
$305K 0.04%
3,635
+63
225
$304K 0.04%
7,002
7 8
9
10 11