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SFP

Sterling Financial Planning Portfolio holdings

AUM $337M
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$800K
2
+$650K
3
+$490K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$432K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$367K

Top Sells

1
+$362K
2
+$205K
3
+$156K
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$154K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$141K

Sector Composition

1 Healthcare 2.94%
2 Financials 2.94%
3 Technology 2.74%
4 Industrials 2.09%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-84
402
$0 ﹤0.01%
100
403
– –
-36
404
– –
-400
405
$0 ﹤0.01%
9
406
$0 ﹤0.01%
375
407
– –
-1
408
– –
-34
409
– –
-17
410
– –
-100
411
– –
-145
412
– –
-193
413
– –
-47
414
– –
-34
13 14 15 16
17