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
326
$4K ﹤0.01%
100
327
$4K ﹤0.01%
281
328
$4K ﹤0.01%
200
329
$4K ﹤0.01%
+42
330
$4K ﹤0.01%
142
-115
331
$4K ﹤0.01%
76
+1
332
$4K ﹤0.01%
153
333
$4K ﹤0.01%
1,811
334
$4K ﹤0.01%
103
335
$4K ﹤0.01%
46
336
$4K ﹤0.01%
131
337
$4K ﹤0.01%
+63
338
$4K ﹤0.01%
+77
339
$4K ﹤0.01%
14
340
$4K ﹤0.01%
20
341
$4K ﹤0.01%
+64
342
$4K ﹤0.01%
155
+2
343
$3K ﹤0.01%
104
344
$3K ﹤0.01%
2
345
$3K ﹤0.01%
+58
346
$3K ﹤0.01%
+62
347
$3K ﹤0.01%
24
348
$3K ﹤0.01%
54
-27
349
$3K ﹤0.01%
24
350
$3K ﹤0.01%
+59