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
$73.1M
AUM Growth
-$454K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$205K
3 +$37.5K
4
HI
Hillenbrand
HI
+$15.7K
5
ETP
Energy Transfer Partners L.p.
ETP
+$7.74K

Top Sells

1 +$1.06M
2 +$454K
3 +$127K
4
MO icon
Altria Group
MO
+$120K
5
CMCSA icon
Comcast
CMCSA
+$95.1K

Sector Composition

1 Financials 23.06%
2 Energy 13.3%
3 Technology 12.88%
4 Consumer Staples 12.5%
5 Communication Services 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-141,219