SFP
Sterling Financial Planning Portfolio holdings
AUM
$299M
1-Year Return
13.08%
This Quarter Return
-1.48%
1 Year Return
+13.08%
3 Year Return
+40.95%
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
+$3.12M
(+2%)
Cap. Flow
+$5.58M
Cap. Flow
% of AUM
3.55%
Top 10 Holdings %
Top 10 Hldgs %
47.46%
Holding
435
New
33
Increased
110
Reduced
60
Closed
7
Top Buys
Top Sells
| 1 |
Pfizer
PFE
|
+$296K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$169K |
| 3 |
Meta Platforms (Facebook)
META
|
+$162K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$130K |
| 5 |
LBAI
Lakeland Bancorp Inc
LBAI
|
+$105K |
Sector Composition
| 1 | Technology | 3.08% |
| 2 | Financials | 2.79% |
| 3 | Healthcare | 2.73% |
| 4 | Industrials | 1.93% |
| 5 | Consumer Discretionary | 1.76% |
