SFP
Sterling Financial Planning Portfolio holdings
AUM
$299M
This Quarter Return
+9.06%
1 Year Return
+13.08%
3 Year Return
+40.95%
5 Year Return
–
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(+17%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
7.28%
Top 10 Holdings %
Top 10 Hldgs %
47.78%
Holding
91
New
8
Increased
44
Reduced
29
Closed
1
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$3.04M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.56M |
| 3 |
Dimensional International Value ETF
DFIV
|
$1.52M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.11M |
| 5 |
Vanguard Total Bond Market
BND
|
$775K |
Top Sells
Sector Composition
| 1 | Financials | 2.27% |
| 2 | Healthcare | 1.86% |
| 3 | Technology | 1.85% |
| 4 | Industrials | 1.13% |
| 5 | Energy | 0.95% |
