SFP

Sterling Financial Planning Portfolio holdings

AUM $332M
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$564K
2
+$445K
3
+$393K
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$393K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$333K

Top Sells

1
+$304K
2
+$174K
3
+$172K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$133K
5
LBAI
Lakeland Bancorp Inc
LBAI
+$99.2K

Sector Composition

1 Technology 3.08%
2 Financials 2.79%
3 Healthcare 2.73%
4 Industrials 1.93%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
32
402
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40
-11
403
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200
404
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50
405
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50
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-9
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+3
410
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25
411
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412
– –
0
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50
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416
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25
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443
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44
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10
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126
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+17
423
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8
+4
424
– –
0
425
$0 ﹤0.01%
100
14 15 16
17
18