SIM

Sterling Investment Management Portfolio holdings

AUM $176M
1-Year Est. Return 18.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$10.9M
3 +$7.95M
4
SH icon
ProShares Short S&P500
SH
+$7.43M
5
OXY icon
Occidental Petroleum
OXY
+$6.34M

Top Sells

No sells this quarter

Sector Composition

1 Energy 17.59%
2 Financials 15.62%
3 Technology 12.52%
4 Consumer Staples 10.56%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.15%
+6,105