PSC

Piper Sandler & Co Portfolio holdings

AUM $141M
1-Year Est. Return 0.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.4M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$94.8K
3
+$90.1K
4
CSCO icon
Cisco
CSCO
+$14.5K
5
AMNB
American National Bankshares Inc
AMNB
+$10.5K

Top Sells

1
+$159K
2
+$62K
3
+$15K
4
NTRA icon
Natera
NTRA
+$7K
5
ACIW icon
ACI Worldwide
ACIW
+$6K

Sector Composition

1 Consumer Discretionary 0.21%
2 Financials 0.07%
3 Healthcare 0.07%
4 Technology 0.02%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
– –
0
2
$187K 0.21%
+7,199
3
$64K 0.07%
+228
4
$57K 0.06%
+75,000
5
$14K 0.02%
+316
6
$9K 0.01%
+300
7
– –
-200
8
– –
-3,719
9
– –
-277
10
– –
0
11
– –
-12
12
– –
-2,100
13
– –
-9
14
– –
-71
15
– –
-100