PP
PFS Partners Portfolio holdings
AUM
$198M
1-Year Return
12.08%
This Quarter Return
+3.37%
1 Year Return
+12.08%
3 Year Return
+38.22%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$7.34M
(+7.7%)
Cap. Flow
+$4.53M
Cap. Flow
% of AUM
4.42%
Top 10 Holdings %
Top 10 Hldgs %
71.36%
Holding
401
New
21
Increased
95
Reduced
31
Closed
9
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 3.88% |
| 2 | Technology | 3.27% |
| 3 | Communication Services | 1.89% |
| 4 | Energy | 1.71% |
| 5 | Consumer Discretionary | 1.64% |