SIM
Sterling Investment Management Portfolio holdings
AUM
$151M
This Quarter Return
+0.33%
1 Year Return
+15.88%
3 Year Return
+39.57%
5 Year Return
+65.5%
10 Year Return
+162.64%
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.36%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$11M |
| 2 |
CHK
Chesapeake Energy Corporation
CHK
|
$10.9M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$8.09M |
| 4 |
ProShares Short S&P500
SH
|
$7.42M |
| 5 |
Occidental Petroleum
OXY
|
$6.41M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
BP
BP
$88.8B
| $208K | 0.15% |
+6,105
| New | +$208K |
|