PFM

Premier Fund Managers Portfolio holdings

AUM $1.74B
1-Year Est. Return 6.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.95B
AUM Growth
+$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$24.9M
3
+$21.3M
4
RACE icon
Ferrari
RACE
+$21.3M
5
WSO icon
Watsco Inc
WSO
+$16.5M

Top Sells

1
+$21.6M
2
+$15M
3
+$14.1M
4
TREX icon
Trex
TREX
+$12.8M
5
SEDG icon
SolarEdge
SEDG
+$11.3M

Sector Composition

1 Financials 16.89%
2 Healthcare 15.8%
3 Industrials 14.76%
4 Technology 13.38%
5 Consumer Discretionary 13.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-42,890
227
– –
-43,260
228
– –
-237,945
229
– –
-142,400
230
– –
-70,500
231
– –
-10,000
232
– –
-207,900
233
– –
-5,100
234
– –
-10,767
235
– –
-10,000
236
– –
-150,119
6 7 8 9
10