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
$231M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$305K
2 +$202K
3 +$108K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$108K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$107K

Sector Composition

1 Technology 2.1%
2 Financials 1.66%
3 Healthcare 1.6%
4 Industrials 1.15%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$207K 0.09%
+3,200
102
$106K 0.05%
+13,831