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Sterling Investment Advisors Llc /Adv - Timothy E. Flatley

Sterling Investment Advisors Llc /Adv a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Timothy E. Flatley

Timothy E. Flatley
Sterling Investment Advisors Llc /Adv

Hedge Fund Manager
Ranked #98 out of 487 Hedge Fund Managers

Portfolio Gain

+78.68%
Since Jan 2016

Sharpe Ratio

2.22
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$170.58M
Timothy E. Flatley manages more assets than 5% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+9.32%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
93.96% General
0.32% Consumer Defensive
0.22% Technology
0.17% Consumer Cyclical
0.15% Utilities
0.13% Energy
A breakdown of Sterling Investment Advisors Llc /Adv's portfolio by sector

Sterling Investment Advisors Llc /Adv Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Microsoft
Not Changed
Technology
$398.66
($366.50-$430.82)
+1.88%
0.00%
326.90K
0.19%
Nvidia
Reduced
Technology
$72.36
($47.32-$97.40)
+34.79%
-29.59%
44.73K
0.03%
O'Reilly Auto
Not Changed
Consumer Cyclical
$1.04K
($914.50-$1.17K)
-13.62%
0.00%
291.25K
0.17%
Walmart
Added
Consumer Defensive
$56.76
($51.87-$61.66)
+11.67%
+0.38%
554.47K
0.32%
Chevron
Not Changed
Energy
$148.91
($139.62-$158.19)
+0.37%
0.00%
220.84K
0.13%
WEC Energy Group
Not Changed
Utilities
$81.01
($75.13-$86.89)
-2.31%
0.00%
266.89K
0.15%
iShares Core U.S. Aggregate Bond ETF
Added
General
$98.16
($96.75-$99.56)
-0.52%
+1.94%
3.16M
1.84%
iShares TIPS Bond ETF
Added
General
$107.11
($105.68-$108.54)
-0.01%
+3.39%
4.87M
2.82%
iShares Gold Trust
Reduced
General
$39.81
($37.53-$42.09)
+3.86%
-1.68%
525.04K
0.31%
iShares J.P. Morgan EM Local Currency Bond ETF
Added
General
$36.26
($35.71-$36.81)
-0.85%
+2.27%
8.85M
5.19%
See a list of Sterling Investment Advisors Llc /Adv's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare Sterling Investment Advisors Llc /Adv's performance with other Hedge Funds and the S&P 500

Sterling Investment Advisors Llc /Adv activity FAQ

What is Sterling Investment Advisors Llc /Adv’s portfolio gain since Jun 2013?
Sterling Investment Advisors Llc /Adv’s portfolio gain since Jun 2013 was 78.68%.
    What is Sterling Investment Advisors Llc /Adv’s Sharpe Ratio?
    Sterling Investment Advisors Llc /Adv’s Sharpe Ratio is 2.22.
      What is Sterling Investment Advisors Llc /Adv’s portfolio value?
      Sterling Investment Advisors Llc /Adv’s portfolio value is $170.58M.
        What is Sterling Investment Advisors Llc /Adv’s average return since the fund’s last 13F filing?
        Sterling Investment Advisors Llc /Adv’s average return since the fund’s last 13F filing is 0.60%.
          What was Sterling Investment Advisors Llc /Adv’s average return in the last 12 months?
          Sterling Investment Advisors Llc /Adv’s average return in the last 12 months was 12.38%.
            What was Sterling Investment Advisors Llc /Adv’s average return in the last 3 years?
            Sterling Investment Advisors Llc /Adv’s average return in the last 3 years was 9.32%.
              When was the most recent most recent 13F form submitted by Sterling Investment Advisors Llc /Adv?
              Sterling Investment Advisors Llc /Adv's most recent 13F form was submitted on Mar 31, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Timothy E. Flatley Net Worth?
                  Timothy E. Flatley is Managing Sterling Investment Advisors Llc /Adv which has a net worth of $170.58M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Timothy E. Flatley and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.