PP
PFS Partners Portfolio holdings
AUM
$198M
1-Year Return
12.08%
This Quarter Return
+6.4%
1 Year Return
+12.08%
3 Year Return
+38.22%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$1.38M
(+0.94%)
Cap. Flow
-$6.59M
Cap. Flow
% of AUM
-4.47%
Top 10 Holdings %
Top 10 Hldgs %
65.15%
Holding
495
New
32
Increased
123
Reduced
51
Closed
34
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 6.28% |
| 2 | Industrials | 4.96% |
| 3 | Technology | 3.67% |
| 4 | Energy | 2.85% |
| 5 | Consumer Discretionary | 1.7% |
