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
$143M
AUM Growth
+$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$8.02M
2 +$1.64M
3 +$958K
4
LNCO
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
+$913K
5
IDCC icon
InterDigital
IDCC
+$733K

Top Sells

1 +$6.56M
2 +$3.04M
3 +$1.61M
4
GS icon
Goldman Sachs
GS
+$1.03M
5
SHLD
Sears Holding Corporation
SHLD
+$931K

Sector Composition

1 Energy 18.11%
2 Financials 14.7%
3 Technology 12.85%
4 Consumer Staples 10.45%
5 Healthcare 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$210K 0.15%
6,105
52
$207K 0.15%
+4,556
53
-145,880