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
326
$3K ﹤0.01%
+281
327
$3K ﹤0.01%
+75
328
$3K ﹤0.01%
+200
329
$3K ﹤0.01%
+18
330
$2K ﹤0.01%
+10
331
$2K ﹤0.01%
+83
332
$2K ﹤0.01%
+2
333
$2K ﹤0.01%
+48
334
$2K ﹤0.01%
+30
335
$2K ﹤0.01%
+8
336
$2K ﹤0.01%
+24
337
$2K ﹤0.01%
+50
338
$2K ﹤0.01%
+145
339
$2K ﹤0.01%
+308
340
$2K ﹤0.01%
+48
341
$2K ﹤0.01%
+10
342
$2K ﹤0.01%
+25
343
$1K ﹤0.01%
+1
344
$1K ﹤0.01%
+50
345
$1K ﹤0.01%
+20
346
$1K ﹤0.01%
+34
347
$1K ﹤0.01%
+200
348
$1K ﹤0.01%
+25
349
$1K ﹤0.01%
+42
350
$1K ﹤0.01%
+440
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