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
$124M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1 +$8.48M
2 +$8.1M
3 +$7.6M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$7.37M
5
IJH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$34K 0.03%
+609
177
$34K 0.03%
+98
178
$33K 0.03%
+1,300
179
$32K 0.03%
+618
180
$32K 0.03%
+598
181
$31K 0.03%
+222
182
$31K 0.03%
+600
183
$30K 0.02%
+54
184
$30K 0.02%
+486
185
$30K 0.02%
+686
186
$30K 0.02%
+500
187
$29K 0.02%
+383
188
$28K 0.02%
+141
189
$28K 0.02%
+324
190
$28K 0.02%
+1,036
191
$27K 0.02%
+470
192
$26K 0.02%
+150
193
$26K 0.02%
+310
194
$26K 0.02%
+178
195
$26K 0.02%
+686
196
$25K 0.02%
+653
197
$25K 0.02%
+448
198
$25K 0.02%
+325
199
$24K 0.02%
+1,155
200
$24K 0.02%
+250