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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
101
$271K 0.09%
8,060
+134
102
$253K 0.08%
3,014
103
$252K 0.08%
1,347
-25
104
$251K 0.08%
9,447
105
$249K 0.08%
9,669
+28
106
$247K 0.08%
2,762
+12
107
$246K 0.08%
3,452
108
$242K 0.08%
2,645
+1
109
$234K 0.07%
+7,476
110
$230K 0.07%
2,513
111
$218K 0.07%
3,628
+2
112
$215K 0.07%
589
113
$214K 0.07%
8,018
114
$208K 0.07%
8,446
-5,005
115
$206K 0.07%
1,989
+2
116
$126K 0.04%
13,831
117
– –
-2,220
118
– –
-900
1 2 3 4
5