SGS

Sterling Global Strategies Portfolio holdings

AUM $18M
1-Year Est. Return 11.58%
This Quarter Est. Return
1 Year Est. Return
+11.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.6M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$7.71M
2 +$3.66M
3 +$699K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$517K
5
SH icon
ProShares Short S&P500
SH
+$514K

Top Sells

1 +$240K
2 +$201K
3 +$124K
4
CVX icon
Chevron
CVX
+$59.4K
5
XOM icon
Exxon Mobil
XOM
+$33.8K

Sector Composition

1 Consumer Staples 23.41%
2 Communication Services 8.18%
3 Energy 3.59%
4 Healthcare 3.48%
5 Technology 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4K 0.02%
1,429
27
-2,000
28
-2,000