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
$140M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 2.97%
2 Financials 2.82%
3 Technology 2.64%
4 Industrials 2.24%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$10K 0.01%
104
277
$10K 0.01%
323
278
$10K 0.01%
+150
279
$10K 0.01%
55
-11
280
$10K 0.01%
112
281
$9K 0.01%
338
282
$9K 0.01%
100
283
$9K 0.01%
60
284
$8K 0.01%
200
285
$8K 0.01%
511
286
$8K 0.01%
172
+2
287
$8K 0.01%
208
288
$8K 0.01%
+108
289
$8K 0.01%
285
+4
290
$8K 0.01%
300
291
$8K 0.01%
35
292
$8K 0.01%
248
293
$7K 0.01%
84
294
$7K 0.01%
48
295
$7K 0.01%
34
296
$7K 0.01%
100
297
$7K 0.01%
+15
298
$7K 0.01%
170
299
$7K 0.01%
22
300
$7K 0.01%
40