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
251
$11K 0.01%
+126
252
$11K 0.01%
+407
253
$11K 0.01%
+201
254
$11K 0.01%
+150
255
$11K 0.01%
+179
256
$11K 0.01%
+245
257
$11K 0.01%
+20
258
$10K 0.01%
+69
259
$10K 0.01%
+200
260
$10K 0.01%
+192
261
$10K 0.01%
+100
262
$10K 0.01%
+200
263
$10K 0.01%
+323
264
$10K 0.01%
+35
265
$10K 0.01%
+320
266
$10K 0.01%
+112
267
$9K 0.01%
+75
268
$9K 0.01%
+104
269
$9K 0.01%
+110
270
$9K 0.01%
+60
271
$8K 0.01%
+4
272
$8K 0.01%
+48
273
$8K 0.01%
+281
274
$8K 0.01%
+248
275
$7K 0.01%
+200
9 10
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