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Crystal Kelly

@Sterling Investment Management, Llc

Latest period2024 - Q4ReportedManaged Assets$127.369MTotal holdings56
Assets growth rate-3.36%Assets growth rate (2-Q avg)-1.6%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sterling Investment Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Sterling Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 127.369M in assets, with a quarterly growth rate of -3.36% and a 2-quarter average growth rate of -1.6%. The portfolio is managed by Crystal Kelly, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSVVanguard Short-term Bond Etf
Recent Activity
New Position
3.37%
$4.292M
55,541 shares@ $77.27 avg price
BIVVanguard Intermediate-term Bond Etf
Recent Activity
New Position
2.23%
$2.837M
37,970 shares@ $74.73 avg price
VMBSVanguard Mortgage-backed Securities Etf
Recent Activity
New Position
1.68%
$2.132M
47,028 shares@ $45.35 avg price
SHProshares Short S&p500
Recent Activity
New Position
1.43%
$1.812M
42,746 shares@ $42.38 avg price
IJRIshares Core S&p Small Cap Etf
Recent Activity
New Position
0.3%
$370,432
3,215 shares@ $115.22 avg price