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SMF

Sterling Manor Financial Portfolio holdings

AUM $160M
1-Year Est. Return 13.84%
This Fund
S&P 500
This Quarter Est. Return
-3.27%
1 Year Est. Return
+13.84%
3 Year Est. Return
+42.42%
5 Year Est. Return
+68.68%
10 Year Est. Return
AUM
$80.7M
AUM Growth
-$1.02M
Cap. Flow
+$2.78M
Cap. Flow %
3.44%
Top 10 Hldgs %
77.66%
Holding
70
New
14
Increased
8
Reduced
14
Closed
22

Sector Composition

Rank Sector Weight
1 Energy 3.87%
2 Technology 3.69%
3 Consumer Discretionary 1.14%
4 Utilities 0.76%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CNQ icon
51
Canadian Natural Resources
CNQ
$94.9B
-8,687
Closed -$228K
DEED icon
52
First Trust Securitized Plus ETF
DEED
$64.5M
-15,014
Closed -$341K
DSX icon
53
Diana Shipping
DSX
$301M
-40,741
Closed -$156K
ELV icon
54
Elevance Health
ELV
$85.5B
-1,204
Closed -$581K
FBT icon
55
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.83B
-35,294
Closed -$4.78M
FCEF icon
56
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$82.2M
-29,557
Closed -$584K
FCG icon
57
First Trust Natural Gas ETF
FCG
$623M
-184,369
Closed -$4.04M
FTGC icon
58
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3B
-365,476
Closed -$9.78M
FXN icon
59
First Trust Energy AlphaDEX Fund
FXN
$368M
-478,148
Closed -$7.06M
FXU icon
60
First Trust Utilities AlphaDEX Fund
FXU
$825M
-16,824
Closed -$544K
FXZ icon
61
First Trust Materials AlphaDEX Fund
FXZ
$398M
-11,304
Closed -$639K
FYT icon
62
First Trust Small Cap Value AlphaDEX Fund
FYT
$193M
-46,196
Closed -$2.03M
GDX icon
63
VanEck Gold Miners ETF
GDX
$27.4B
-104,215
Closed -$2.85M
GNK icon
64
Genco Shipping & Trading
GNK
$1.1B
-16,981
Closed -$328K
IP icon
65
International Paper
IP
$22B
-6,746
Closed -$282K
LYB icon
66
LyondellBasell Industries
LYB
$19.2B
-2,497
Closed -$218K
QABA icon
67
First Trust NASDAQ ABA Community Bank Index Fund
QABA
$93.2M
-28,395
Closed -$1.41M
VGK icon
68
Vanguard FTSE Europe ETF
VGK
$31.4B
-7,057
Closed -$373K
VZ icon
69
Verizon
VZ
$196B
-5,033
Closed -$255K
XLRE icon
70
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.59B
-18,752
Closed -$766K

Similar funds

Sterling Manor Financial's Q3 2022 Portfolio in Review

As of Q3 2022, Sterling Manor Financial held 70 positions worth $80.7M, down 1.3% from $81.7M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Sterling Manor Financial deployed $2.78M of net new capital in Q3 2022, opening 14 new positions and adding to 8 existing holdings. Its largest new stake was First Trust Water ETF: 52,935 shares worth $3.8M.

By sector, the portfolio is most concentrated in Energy at 3.9% of assets, up from 3.8% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was State Street Blackstone Senior Loan ETF, an estimated $2.69M trimmed.

  • Sterling Manor Financial's largest Q3 2022 buy was First Trust Water ETF: 52,935 shares worth $3.8M.
  • Sterling Manor Financial added most to First Trust Enhanced Short Maturity ETF in Q3 2022, an estimated $23.5M increase.
  • Sterling Manor Financial's biggest Q3 2022 reduction was State Street Blackstone Senior Loan ETF, cutting an estimated $2.69M.
  • Sterling Manor Financial fully exited First Trust Global Tactical Commodity Strategy Fund in Q3 2022, selling an estimated $9.78M.
  • Sterling Manor Financial's ten largest holdings make up 78% of its $80.7M portfolio in Q3 2022.
  • Sterling Manor Financial opened 14 new positions and closed 22 in Q3 2022.
  • Sterling Manor Financial's portfolio value fell 1.3% quarter-over-quarter to $80.7M.

Based on Sterling Manor Financial's 13F filing for Q3 2022, filed 12 Oct 2022.