SFG
Sterling Financial Group Portfolio holdings
AUM
$298M
This Quarter Return
+5.82%
1 Year Return
+9.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.95%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.43% |
| 2 | Healthcare | 0.99% |
| 3 | Industrials | 0.99% |
| 4 | Energy | 0.86% |
| 5 | Consumer Discretionary | 0.78% |