SIM
Sterling Investment Management Portfolio holdings
AUM
$151M
This Quarter Return
+6.37%
1 Year Return
+15.88%
3 Year Return
+39.57%
5 Year Return
+65.5%
10 Year Return
+162.64%
AUM
$142M
AUM Growth
+$142M
(+4%)
Cap. Flow
-$734K
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
50.22%
Holding
65
New
1
Increased
20
Reduced
38
Closed
3
Top Buys
| 1 |
Walmart
WMT
|
$1.46M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$1.27M |
| 3 |
Boeing
BA
|
$981K |
| 4 |
JD.com
JD
|
$828K |
| 5 |
Occidental Petroleum
OXY
|
$759K |
Top Sells
| 1 |
Charles Schwab
SCHW
|
$2.16M |
| 2 |
ProShares Short QQQ
PSQ
|
$1.69M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$635K |
| 4 |
NVIDIA
NVDA
|
$333K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$274K |
Sector Composition
| 1 | Financials | 21.4% |
| 2 | Healthcare | 12.1% |
| 3 | Energy | 9.53% |
| 4 | Industrials | 9.16% |
| 5 | Technology | 6.61% |
