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
351
$1K ﹤0.01%
+10
352
$1K ﹤0.01%
+13
353
$1K ﹤0.01%
+126
354
$1K ﹤0.01%
+45
355
$0 ﹤0.01%
+100
356
$0 ﹤0.01%
+9
357
$0 ﹤0.01%
+19
358
$0 ﹤0.01%
+375
359
$0 ﹤0.01%
+17
360
$0 ﹤0.01%
+4