SIM
Sterling Investment Management Portfolio holdings
AUM
$151M
This Quarter Return
+4.15%
1 Year Return
+15.88%
3 Year Return
+39.57%
5 Year Return
+65.5%
10 Year Return
+162.64%
AUM
$73.6M
AUM Growth
+$73.6M
(-2.8%)
Cap. Flow
-$4.34M
Cap. Flow
% of AUM
-5.89%
Top 10 Holdings %
Top 10 Hldgs %
51.14%
Holding
50
New
3
Increased
6
Reduced
32
Closed
3
Top Buys
| 1 |
iShares MSCI India ETF
INDA
|
$1.17M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$224K |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$213K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$182K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$136K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$1.49M |
| 2 |
Verizon
VZ
|
$1.17M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$549K |
| 4 |
CHK
Chesapeake Energy Corporation
CHK
|
$517K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$228K |
Sector Composition
| 1 | Financials | 28.44% |
| 2 | Technology | 14.27% |
| 3 | Healthcare | 12.08% |
| 4 | Communication Services | 11.44% |
| 5 | Consumer Staples | 10.6% |
