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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
51
$926K 0.29%
11,418
52
$882K 0.28%
26,816
-4,528
53
$877K 0.28%
5,242
-7,415
54
$830K 0.26%
10,392
-366
55
$778K 0.25%
12,791
+16
56
$771K 0.24%
10,645
-53
57
$748K 0.24%
1,018
-34
58
$722K 0.23%
15,757
-503
59
$681K 0.21%
2,415
-68
60
$678K 0.21%
4,367
61
$669K 0.21%
2,751
-23
62
$639K 0.2%
2,963
-153
63
$626K 0.2%
1,986
-32
64
$605K 0.19%
13,310
-607
65
$598K 0.19%
784
66
$588K 0.19%
3,099
-27
67
$550K 0.17%
7,488
-136
68
$544K 0.17%
6,521
+2
69
$542K 0.17%
7,294
-590
70
$540K 0.17%
583
-129
71
$539K 0.17%
2,457
+50
72
$522K 0.16%
15,650
-558
73
$502K 0.16%
26,039
-505
74
$445K 0.14%
3,172
+2
75
$441K 0.14%
2,872
1 2
3
4 5