PP
PFS Partners Portfolio holdings
AUM
$198M
1-Year Return
12.08%
This Quarter Return
-2.13%
1 Year Return
+12.08%
3 Year Return
+38.22%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
-$6.02M
(-5%)
Cap. Flow
-$3.21M
Cap. Flow
% of AUM
-2.83%
Top 10 Holdings %
Top 10 Hldgs %
67.75%
Holding
490
New
11
Increased
110
Reduced
51
Closed
26
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 4.17% |
| 2 | Technology | 3.31% |
| 3 | Healthcare | 1.67% |
| 4 | Consumer Discretionary | 1.67% |
| 5 | Energy | 1.65% |
