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
301
$5K ﹤0.01%
+40
302
$5K ﹤0.01%
+97
303
$5K ﹤0.01%
+84
304
$5K ﹤0.01%
+83
305
$5K ﹤0.01%
+84
306
$5K ﹤0.01%
+36
307
$5K ﹤0.01%
+150
308
$5K ﹤0.01%
+27
309
$4K ﹤0.01%
+250
310
$4K ﹤0.01%
+26
311
$4K ﹤0.01%
+46
312
$4K ﹤0.01%
+14
313
$4K ﹤0.01%
+20
314
$4K ﹤0.01%
+78
315
$4K ﹤0.01%
+81
316
$4K ﹤0.01%
+100
317
$4K ﹤0.01%
+200
318
$4K ﹤0.01%
+24
319
$4K ﹤0.01%
+153
320
$4K ﹤0.01%
+131
321
$4K ﹤0.01%
+1,811
322
$4K ﹤0.01%
+333
323
$3K ﹤0.01%
+104
324
$3K ﹤0.01%
+111
325
$3K ﹤0.01%
+153
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