SFP

Sterling Financial Planning Portfolio holdings

AUM $332M
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.69%
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
+$2.21M
2
+$1,000K
3
+$521K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$473K
5
LBAI
Lakeland Bancorp Inc
LBAI
+$387K

Top Sells

1
+$440K
2
+$342K
3
+$285K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$251K
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
1 2 3 4
5