SIM
Sterling Investment Management Portfolio holdings
AUM
$151M
This Quarter Return
+8.64%
1 Year Return
+15.88%
3 Year Return
+39.57%
5 Year Return
+65.5%
10 Year Return
+162.64%
AUM
$129M
AUM Growth
+$9.45M
(+7.9%)
Cap. Flow
+$62.9K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
52.24%
Holding
67
New
11
Increased
13
Reduced
30
Closed
7
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$7.19M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.72M |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$2.9M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.04M |
| 5 |
Waste Management
WM
|
$2.03M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$8.1M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.96M |
| 3 |
Bank of America
BAC
|
$2.18M |
| 4 |
Cisco
CSCO
|
$1.7M |
| 5 |
Microsoft
MSFT
|
$1.61M |
Sector Composition
| 1 | Financials | 14.37% |
| 2 | Communication Services | 10.24% |
| 3 | Healthcare | 9.68% |
| 4 | Technology | 7.85% |
| 5 | Consumer Staples | 4.88% |
