SGS
Sterling Global Strategies Portfolio holdings
AUM
$18M
1-Year Est. Return
11.58%
1 Year Est. Return
+11.58%
AUM
$19.7M
AUM Growth
-$3.3M
(-14%)
Holding
230
Top Buys
| 1 | +$5.02M | |
| 2 | +$266K | |
| 3 | +$189K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$188K |
| 5 |
Chevron
CVX
|
+$175K |
Top Sells
| 1 | +$5.29M | |
| 2 | +$5.27M | |
| 3 | +$716K | |
| 4 |
ProShares Ultra Gold
UGL
|
+$344K |
| 5 |
ProShares Short Russell2000
RWM
|
+$322K |
Sector Composition
| 1 | Healthcare | 8.24% |
| 2 | Communication Services | 7.59% |
| 3 | Technology | 6.22% |
| 4 | Consumer Staples | 5.96% |
| 5 | Consumer Discretionary | 5.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Berkshire Hathaway Class B
BRK.B
$1.06T
| $408 | ﹤0.01% |
+2
|
|
||
227
Invesco S&P 500 Pure Growth ETF
RPG
$1.73B
| $200 | ﹤0.01% |
+10
|
|
||
228
abrdn Physical Gold Shares ETF
SGOL
$6.84B
| – | – |
-62,270
|
|
||
|
229
ProShares Ultra Gold
UGL
$982M
| – | – |
-42,052
|
|
||
|
VTNR
230
DELISTED
Vertex Energy, Inc
VTNR
| $0 | ﹤0.01% |
10,000
|
|