SIM
Sterling Investment Management Portfolio holdings
AUM
$151M
1-Year Est. Return
15.88%
1 Year Est. Return
+15.88%
AUM
$140M
AUM Growth
+$13.1M
(+10%)
Holding
59
Top Buys
| 1 | +$8.4M | |
| 2 | +$4.05M | |
| 3 | +$998K | |
| 4 |
Alerian MLP ETF
AMLP
|
+$888K |
| 5 |
Ferrovial SE
FER
|
+$886K |
Top Sells
| 1 | +$2.22M | |
| 2 | +$1.81M | |
| 3 | +$1.57M | |
| 4 |
Chevron
CVX
|
+$899K |
| 5 |
Apple
AAPL
|
+$864K |
Sector Composition
| 1 | Financials | 26.78% |
| 2 | Industrials | 12.32% |
| 3 | Healthcare | 7.42% |
| 4 | Technology | 5.36% |
| 5 | Energy | 3.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
| $251K | 0.18% |
2,605
+6
|
|
||
52
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
| $250K | 0.18% |
1,266
+5
|
|
||
53
Industrial Select Sector SPDR Fund
XLI
$23.4B
| $242K | 0.17% |
1,847
-180
|
|
||
54
NVIDIA
NVDA
$4.46T
| $235K | 0.17% |
2,172
-450
|
|
||
55
Alibaba
BABA
$387B
| – | – |
-26,138
|
|
||
56
Comcast
CMCSA
$109B
| – | – |
-41,856
|
|
||
|
57
Chevron
CVX
$308B
| – | – |
-6,208
|
|
||
58
ProShares Short S&P500
SH
$1.2B
| – | – |
-42,746
|
|
||
59
Exxon Mobil
XOM
$479B
| – | – |
-7,835
|
|