SIM
Sterling Investment Management Portfolio holdings
AUM
$166M
1-Year Est. Return
12.59%
1 Year Est. Return
+12.59%
AUM
$151M
AUM Growth
+$10.6M
(+7.5%)
Holding
57
Top Buys
| 1 | +$3.99M | |
| 2 | +$2.6M | |
| 3 | +$1.23M | |
| 4 |
Moody's
MCO
|
+$983K |
| 5 |
Novo Nordisk
NVO
|
+$956K |
Top Sells
| 1 | +$4.05M | |
| 2 | +$221K | |
| 3 | +$152K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$144K |
| 5 |
SPDR Gold Trust
GLD
|
+$121K |
Sector Composition
| 1 | Financials | 25.95% |
| 2 | Industrials | 13.68% |
| 3 | Healthcare | 6.22% |
| 4 | Technology | 5.54% |
| 5 | Energy | 3.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
| $283K | 0.19% |
9,395
-166
|
|
||
52
The Communication Services Select Sector SPDR Fund
XLC
$27.9B
| $271K | 0.18% |
2,501
-104
|
|
||
53
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.3B
| $263K | 0.17% |
1,210
-56
|
|
||
54
Industrial Select Sector SPDR Fund
XLI
$23.8B
| $262K | 0.17% |
1,774
-73
|
|
||
55
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.72B
| $243K | 0.16% |
5,800
|
|
||
56
NVIDIA
NVDA
$4.44T
| $237K | 0.16% |
1,497
-675
|
|
||
57
Nike
NKE
$99.8B
| – | – |
-63,860
|
|