SFP

Sterling Financial Planning Portfolio holdings

AUM $332M
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.69%
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
+$7.83M
2
+$7.37M
3
+$7.22M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.58M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.17M

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
276
$7K 0.01%
+338
277
$7K 0.01%
+170
278
$7K 0.01%
+208
279
$7K 0.01%
+100
280
$7K 0.01%
+100
281
$7K 0.01%
+300
282
$7K 0.01%
+170
283
$7K 0.01%
+30
284
$7K 0.01%
+511
285
$6K ﹤0.01%
+140
286
$6K ﹤0.01%
+3
287
$6K ﹤0.01%
+34
288
$6K ﹤0.01%
+20
289
$6K ﹤0.01%
+202
290
$6K ﹤0.01%
+120
291
$6K ﹤0.01%
+18
292
$5K ﹤0.01%
+84
293
$5K ﹤0.01%
+84
294
$5K ﹤0.01%
+36
295
$5K ﹤0.01%
+150
296
$5K ﹤0.01%
+27
297
$5K ﹤0.01%
+100
298
$5K ﹤0.01%
+18
299
$5K ﹤0.01%
+160
300
$5K ﹤0.01%
+257
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