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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
76
$434K 0.14%
1,780
-100
77
$397K 0.13%
4,168
+11
78
$383K 0.12%
837
-5
79
$380K 0.12%
1,116
+5
80
$366K 0.12%
11,562
-115
81
$351K 0.11%
6,482
+218
82
$348K 0.11%
1,790
-28
83
$346K 0.11%
855
+2
84
$343K 0.11%
1,839
-91
85
$330K 0.1%
2,128
+1
86
$328K 0.1%
738
87
$311K 0.1%
+11,957
88
$311K 0.1%
7,913
-190
89
$306K 0.1%
1,322
-30
90
$300K 0.09%
5,027
91
$295K 0.09%
1,174
92
$293K 0.09%
7,745
93
$293K 0.09%
964
-36
94
$282K 0.09%
860
+166
95
$280K 0.09%
930
96
$280K 0.09%
994
-393
97
$279K 0.09%
6,340
98
$278K 0.09%
3,331
99
$276K 0.09%
8,876
100
$273K 0.09%
1,922
1 2 3
4
5