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
301
$6K ﹤0.01%
140
302
$6K ﹤0.01%
3
303
$6K ﹤0.01%
20
304
$6K ﹤0.01%
202
305
$6K ﹤0.01%
30
306
$6K ﹤0.01%
97
307
$6K ﹤0.01%
18
308
$6K ﹤0.01%
84
+1
309
$6K ﹤0.01%
18
+10
310
$6K ﹤0.01%
100
311
$5K ﹤0.01%
250
312
$5K ﹤0.01%
36
313
$5K ﹤0.01%
150
314
$5K ﹤0.01%
27
315
$5K ﹤0.01%
18
316
$5K ﹤0.01%
78
317
$5K ﹤0.01%
160
318
$5K ﹤0.01%
40
319
$5K ﹤0.01%
120
320
$4K ﹤0.01%
+36
321
$4K ﹤0.01%
+400
322
$4K ﹤0.01%
+45
323
$4K ﹤0.01%
+51
324
$4K ﹤0.01%
26
325
$4K ﹤0.01%
46