SFP
Sterling Financial Planning Portfolio holdings
AUM
$299M
1-Year Return
13.08%
This Quarter Return
-3.67%
1 Year Return
+13.08%
3 Year Return
+40.95%
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
-$6.59M
(-3.3%)
Cap. Flow
+$1.02M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
47.94%
Holding
99
New
1
Increased
34
Reduced
36
Closed
6
Top Buys
Top Sells
| 1 |
Toronto Dominion Bank
TD
|
$248K |
| 2 |
Merck
MRK
|
$226K |
| 3 |
Webster Financial
WBS
|
$225K |
| 4 |
Hershey
HSY
|
$211K |
| 5 |
Verizon
VZ
|
$204K |
Sector Composition
| 1 | Technology | 2.03% |
| 2 | Financials | 1.65% |
| 3 | Healthcare | 1.42% |
| 4 | Consumer Discretionary | 0.84% |
| 5 | Industrials | 0.81% |
