SMF

Sterling Manor Financial Portfolio holdings

AUM $159M
1-Year Est. Return 13.73%
This Quarter Est. Return
1 Year Est. Return
+13.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$6.26M
3
+$6.12M
4
FXR icon
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
+$5.74M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$5.29M

Top Sells

1
+$9.84M
2
+$7.51M
3
+$5.93M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$5.29M
5
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$2.09M

Sector Composition

1 Technology 3.09%
2 Energy 2.44%
3 Industrials 1.78%
4 Financials 0.96%
5 Utilities 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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