SFG

Sterling Financial Group Portfolio holdings

AUM $298M
This Quarter Return
+3.67%
1 Year Return
+9.83%
3 Year Return
5 Year Return
10 Year Return
AUM
$130M
AUM Growth
+$130M
Cap. Flow
+$0
Cap. Flow %
0%
Top 10 Hldgs %
75.95%
Holding
52
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

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 Shares
Change %
Capital Flow
OGCP
51
Empire State Realty Series 60
OGCP
$115K 0.09% 17,468
FISK
52
Empire State Realty OP, L.P. Series 250
FISK
$2.02B
$62K 0.05% 10,329