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
276
$7K 0.01%
+511
277
$7K 0.01%
+338
278
$7K 0.01%
+170
279
$7K 0.01%
+208
280
$7K 0.01%
+100
281
$7K 0.01%
+100
282
$7K 0.01%
+300
283
$7K 0.01%
+170
284
$7K 0.01%
+30
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%
+100
293
$5K ﹤0.01%
+18
294
$5K ﹤0.01%
+160
295
$5K ﹤0.01%
+257
296
$5K ﹤0.01%
+100
297
$5K ﹤0.01%
+103
298
$5K ﹤0.01%
+46
299
$5K ﹤0.01%
+40
300
$5K ﹤0.01%
+22
10 11
12
13 14