SFG

Sterling Financial Group Portfolio holdings

AUM $298M
1-Year Est. Return 9.83%
This Quarter Est. Return
1 Year Est. Return
+9.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$115K 0.09%
+17,468
52
$62K 0.05%
+10,329