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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
+9.61%
1 Year Est. Return
+13.84%
3 Year Est. Return
+42.42%
5 Year Est. Return
+68.68%
10 Year Est. Return
AUM
$118M
AUM Growth
+$7.68M
Cap. Flow
-$2.26M
Cap. Flow %
-1.91%
Top 10 Hldgs %
87.11%
Holding
27
New
5
Increased
6
Reduced
9
Closed
5
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWP icon
1
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$17.1M 14.46%
163,504
-1,965
-1% -$186K
SPYG icon
2
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.4B
$12.2M 10.3%
187,020
+74,263
+66% +$4.58M
DGRO icon
3
iShares Core Dividend Growth ETF
DGRO
$43.4B
$11.8M 9.96%
218,692
+5,392
+3% +$273K
FEMB icon
4
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$362M
$11.3M 9.55%
387,383
-4,172
-1% -$116K
FDL icon
5
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.75B
$10.3M 8.74%
287,712
-53,832
-16% -$1.82M
FAPR icon
6
FT Vest US Equity Buffer ETF April
FAPR
$1.29B
$10.3M 8.71%
294,520
-3,326
-1% -$111K
SPSM icon
7
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$8M 6.77%
189,613
+3,833
+2% +$144K
FDD icon
8
First Trust STOXX European Select Dividend Income Fund
FDD
$908M
$7.71M 6.53%
639,070
-163,478
-20% -$1.82M
FTSM icon
9
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$7.55M 6.4%
126,633
+61,692
+95% +$3.68M
SOXX icon
10
iShares Semiconductor ETF
SOXX
$48.8B
$6.71M 5.68%
34,941
+285
+0.8% +$47.8K
SHY icon
11
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$4.16M 3.52%
50,713
+21,795
+75% +$1.77M
IXC icon
12
iShares Global Energy ETF
IXC
$2.75B
$3.72M 3.15%
95,042
-540
-0.6% -$21.5K
AAPL icon
13
Apple
AAPL
$4.54T
$3.08M 2.61%
16,002
-1,299
-8% -$240K
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$951K 0.81%
2,001
MSFT icon
15
Microsoft
MSFT
$3.73T
$691K 0.59%
1,838
-156
-8% -$55.5K
OKE icon
16
Oneok
OKE
$54.8B
$572K 0.48%
8,150
AMZN icon
17
Amazon
AMZN
$2.98T
$529K 0.45%
3,480
-130
-4% -$18.2K
FTHI icon
18
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.43B
$371K 0.31%
+17,380
New +$361K
JEPI icon
19
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$367K 0.31%
+6,667
New +$359K
SJNK icon
20
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.76B
$326K 0.28%
+12,963
New +$318K
GE icon
21
GE Aerospace
GE
$390B
$237K 0.2%
+2,328
New +$216K
IBM icon
22
IBM
IBM
$220B
$226K 0.19%
+1,381
New +$209K
BIL icon
23
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
-14,547
Closed -$1.34M
CVX icon
24
Chevron
CVX
$365B
-1,343
Closed -$226K
FSIG icon
25
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.52B
-187,938
Closed -$3.46M

Similar funds

Sterling Manor Financial's Q4 2023 Portfolio in Review

As of Q4 2023, Sterling Manor Financial held 27 positions worth $118M, up 7% from $110M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Sterling Manor Financial's Q4 2023 filing shows 5 new, 6 increased, 9 reduced and 5 closed positions. Its largest new stake was First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF: 17,380 shares worth $371K. The largest sale was First Trust Large Cap Growth AlphaDEX Fund, an estimated $4.59M.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, up from 3.3% a quarter earlier, followed by Energy and Consumer Discretionary.

  • Sterling Manor Financial's largest Q4 2023 buy was First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF: 17,380 shares worth $371K.
  • Sterling Manor Financial added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023, an estimated $4.58M increase.
  • Sterling Manor Financial's biggest Q4 2023 reduction was First Trust Morningstar Dividend Leaders Index Fund, cutting an estimated $1.82M.
  • Sterling Manor Financial fully exited First Trust Large Cap Growth AlphaDEX Fund in Q4 2023, selling an estimated $4.59M.
  • Sterling Manor Financial's ten largest holdings make up 87% of its $118M portfolio in Q4 2023.
  • Sterling Manor Financial opened 5 new positions and closed 5 in Q4 2023.
  • Sterling Manor Financial's portfolio value rose 7% quarter-over-quarter to $118M.

Based on Sterling Manor Financial's 13F filing for Q4 2023, filed 26 Jan 2024.