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
$2.74B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$55.6M
3
+$55.2M
4
HQY icon
HealthEquity
HQY
+$19.2M
5
ROP icon
Roper Technologies
ROP
+$15.8M

Top Sells

1
+$61.9M
2
+$38.9M
3
+$21.5M
4
AMT icon
American Tower
AMT
+$17.6M
5
URI icon
United Rentals
URI
+$16.7M

Sector Composition

1 Financials 22.74%
2 Industrials 18.49%
3 Consumer Discretionary 17.61%
4 Technology 14.71%
5 Healthcare 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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182
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183
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191
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195
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-30,000
4 5 6 7
8