SFP
Sterling Financial Planning Portfolio holdings
AUM
$299M
This Quarter Return
-2.99%
1 Year Return
+13.08%
3 Year Return
+40.95%
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(-0.68%)
Cap. Flow
+$4.53M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
49.88%
Holding
101
New
6
Increased
44
Reduced
35
Closed
6
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$2.16M |
| 2 |
iShares Gold Trust
IAU
|
$1.03M |
| 3 |
iShares International Select Dividend ETF
IDV
|
$517K |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$469K |
| 5 |
LBAI
Lakeland Bancorp Inc
LBAI
|
$350K |
Top Sells
| 1 |
FCCY
1st Constitution Bancorp
FCCY
|
$440K |
| 2 |
Apple
AAPL
|
$355K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$285K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$253K |
| 5 |
Walt Disney
DIS
|
$233K |
Sector Composition
| 1 | Financials | 2.95% |
| 2 | Technology | 2.56% |
| 3 | Healthcare | 2.34% |
| 4 | Industrials | 1.59% |
| 5 | Consumer Discretionary | 1.45% |