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Home > Institutional Investor > Per Stirling Capital Management, Llc. > Profile

Instuitional Investor - Per Stirling Capital Management, Llc.

Fund Profile
Filing Period:
Fund Name: Per Stirling Capital Management, Llc.
Portfolio Value $545,079,689
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 99,897 $47,714,029 8.75%
2.
Ishares Trust
 IEF 194,356 $33,796,623 6.2%
3.
Wisdomtree Tr
 403,648 $28,368,346 5.2%
4.
Ishares Trust
 IEF 243,569 $18,292,066 3.35%
5.
Ishares Trust
 IEF 63,186 $17,512,040 3.21%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)