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
$142M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$981K
3
+$828K
4
OXY icon
Occidental Petroleum
OXY
+$759K
5
BABA icon
Alibaba
BABA
+$247K

Top Sells

1
+$2.16M
2
+$1.69M
3
+$635K
4
NVDA icon
NVIDIA
NVDA
+$333K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$274K

Sector Composition

1 Financials 21.4%
2 Healthcare 12.1%
3 Energy 9.53%
4 Industrials 9.16%
5 Technology 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.28%
4,605
+141
27
$1.68M 1.18%
9,038
+359
28
$1.63M 1.15%
7,655
-103
29
$1.47M 1.04%
28,585
-590
30
$1.47M 1.04%
25,337
-482
31
$1.47M 1.03%
5,256
+186
32
$1.41M 0.99%
4,835
-82
33
$1.37M 0.97%
7,181
-116
34
$1.36M 0.96%
8,027
-215
35
$1.32M 0.93%
57,604
-534
36
$1.16M 0.82%
24,419
+1,210
37
$1.13M 0.8%
4,525
+14
38
$1.1M 0.78%
20,343
-435
39
$1.09M 0.77%
39,895
+30,248
40
$1M 0.71%
4,818
-10
41
$981K 0.69%
+5,081
42
$975K 0.69%
31,960
-712
43
$973K 0.69%
16,754
-1,904
44
$971K 0.68%
19,354
-2,942
45
$873K 0.62%
51,615
-967
46
$515K 0.36%
7,115
+3,413
47
$509K 0.36%
1,960
48
$481K 0.34%
19,035
+316
49
$480K 0.34%
11,405
-217
50
$470K 0.33%
3,180
-70
1
2
3