SFP

Sterling Financial Planning Portfolio holdings

AUM $299M
1-Year Est. Return 13.08%
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.03M
3 +$517K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$469K
5
LBAI
Lakeland Bancorp Inc
LBAI
+$350K

Top Sells

1 +$440K
2 +$355K
3 +$285K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$253K
5
DIS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-17,121