SFP

Sterling Financial Planning Portfolio holdings

AUM $299M
1-Year Est. Return 13.08%
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1 +$8.48M
2 +$8.1M
3 +$7.6M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$7.37M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.73M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.39%
2 Technology 3.06%
3 Financials 2.7%
4 Consumer Discretionary 2.34%
5 Industrials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$17K 0.01%
+250
227
$17K 0.01%
+700
228
$17K 0.01%
+1,320
229
$17K 0.01%
+624
230
$17K 0.01%
+774
231
$16K 0.01%
+106
232
$16K 0.01%
+120
233
$16K 0.01%
+48
234
$15K 0.01%
+300
235
$15K 0.01%
+66
236
$15K 0.01%
+726
237
$15K 0.01%
+765
238
$14K 0.01%
+70
239
$14K 0.01%
+500
240
$14K 0.01%
+242
241
$13K 0.01%
+147
242
$13K 0.01%
+242
243
$13K 0.01%
+590
244
$13K 0.01%
+504
245
$13K 0.01%
+66
246
$12K 0.01%
+402
247
$12K 0.01%
+400
248
$12K 0.01%
+98
249
$12K 0.01%
+280
250
$12K 0.01%
+128