SIM

Sterling Investment Management Portfolio holdings

AUM $151M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$6.22M
3
+$4.83M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.8M
5
OXY icon
Occidental Petroleum
OXY
+$2.04M

Top Sells

1
+$15.1M
2
+$993K
3
+$632K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$385K
5
GLD icon
SPDR Gold Trust
GLD
+$379K

Sector Composition

1 Financials 20.4%
2 Healthcare 11.84%
3 Energy 8.65%
4 Industrials 8.05%
5 Technology 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.4%
4,917
-106
27
$1.86M 1.37%
3,948
-92
28
$1.74M 1.28%
4,464
+878
29
$1.69M 1.24%
+35,661
30
$1.62M 1.19%
+8,679
31
$1.42M 1.04%
29,175
-746
32
$1.39M 1.02%
7,758
-143
33
$1.36M 0.99%
+58,138
34
$1.32M 0.97%
5,070
+63
35
$1.27M 0.93%
25,819
-550
36
$1.2M 0.88%
7,297
-157
37
$1.19M 0.87%
8,242
-196
38
$1.09M 0.8%
18,658
-258,515
39
$1.07M 0.78%
22,296
-551
40
$1.07M 0.78%
20,778
-410
41
$1.04M 0.77%
4,511
-580
42
$987K 0.72%
23,209
-596
43
$957K 0.7%
32,672
-714
44
$934K 0.69%
52,582
-1,214
45
$929K 0.68%
4,828
+1,424
46
$496K 0.36%
1,135
-1,448
47
$465K 0.34%
1,960
48
$464K 0.34%
+18,719
49
$443K 0.33%
3,250
-990
50
$437K 0.32%
11,622
-1,353
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