SFP
Sterling Financial Planning Portfolio holdings
AUM
$299M
1-Year Return
13.08%
This Quarter Return
+0.42%
1 Year Return
+13.08%
3 Year Return
+40.95%
5 Year Return
–
10 Year Return
–
AUM
$276M
AUM Growth
+$3.94M
(+1.5%)
Cap. Flow
+$4.68M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
45.59%
Holding
114
New
6
Increased
51
Reduced
39
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$1.35M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.01M |
| 3 |
iShares International Select Dividend ETF
IDV
|
$870K |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$840K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$724K |
Sector Composition
| 1 | Technology | 2.06% |
| 2 | Healthcare | 1.39% |
| 3 | Financials | 1.31% |
| 4 | Industrials | 0.96% |
| 5 | Energy | 0.79% |
