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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
$317M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$331K
3
+$310K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$288K
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$276K

Top Sells

1
+$1.15M
2
+$856K
3
+$413K
4
JNJ icon
Johnson & Johnson
JNJ
+$339K
5
RCL icon
Royal Caribbean
RCL
+$282K

Sector Composition

1 Technology 2.22%
2 Financials 1.07%
3 Healthcare 1.05%
4 Industrials 0.99%
5 Communication Services 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 1.13%
20,555
+226
27
$3.34M 1.05%
41,805
+5,988
28
$3.24M 1.02%
64,624
+1,691
29
$3.15M 0.99%
10,722
-301
30
$3.07M 0.97%
30,144
+818
31
$3.02M 0.95%
82,534
-4,774
32
$2.83M 0.89%
30,992
-1,304
33
$2.57M 0.81%
57,766
-4,758
34
$2.43M 0.77%
8,164
-114
35
$2.39M 0.75%
11,464
-289
36
$2.34M 0.74%
46,232
+2,247
37
$2.34M 0.74%
47,212
+2,984
38
$2.28M 0.72%
39,875
-220
39
$1.91M 0.6%
10,315
-1,978
40
$1.8M 0.57%
30,022
-1,209
41
$1.77M 0.56%
3,414
-182
42
$1.76M 0.55%
16,502
-776
43
$1.67M 0.53%
2,513
-108
44
$1.6M 0.51%
14,404
-1,162
45
$1.48M 0.47%
32,636
-1,213
46
$1.47M 0.46%
13,070
+29
47
$1.39M 0.44%
18,137
-1,285
48
$1.34M 0.42%
11,286
-81
49
$1.15M 0.36%
2,282
50
$1.11M 0.35%
46,497
+122
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