SFP
Sterling Financial Planning Portfolio holdings
AUM
$299M
This Quarter Return
+17.42%
1 Year Return
+13.08%
3 Year Return
+40.95%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.27%
Holding
360
New
360
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$8.49M |
| 2 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$8.1M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$7.6M |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$7.37M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 3.39% |
| 2 | Technology | 3.06% |
| 3 | Financials | 2.7% |
| 4 | Consumer Discretionary | 2.34% |
| 5 | Industrials | 2.27% |
