We are live on
!
Find out more
SI
Stirlingshire Investments Portfolio holdings
AUM
$114M
This Fund
S&P 500
This Quarter
Est. Return
+0.86%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100.11%
Top 10 Holdings %
Top 10 Hldgs %
25.83%
Holding
186
New
186
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$5.64M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.85M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$3.57M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$2.88M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$2.57M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.13% |
| 2 | Healthcare | 3.74% |
| 3 | Industrials | 3.29% |
| 4 | Consumer Discretionary | 3.19% |
| 5 | Communication Services | 2.69% |
Similar funds
Q1WB
SCC
LRWM
MWM
DI
NC
CH
BCM