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Home > Institutional Investor > Sterling Investment Advisors Llc V > Profile

Instuitional Investor - Sterling Investment Advisors Llc V

Fund Profile
Filing Period:
Fund Name: Sterling Investment Advisors Llc V
Portfolio Value $161,302,275
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 439,499 $30,918,783 19.16%
2.
Ishares Trust
 IEF 45,662 $21,809,844 13.52%
3.
Ishares Inc
 325,486 $16,463,130 10.2%
4.
Ishares Tr
 127,290 $12,763,437 7.91%
5.
Ishares Inc
 EWA 240,009 $8,813,155 5.46%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)