SFP
Sterling Financial Planning Portfolio holdings
AUM
$299M
This Quarter Return
+7.32%
1 Year Return
+13.08%
3 Year Return
+40.95%
5 Year Return
–
10 Year Return
–
AUM
$271M
AUM Growth
+$271M
(+10%)
Cap. Flow
+$7.11M
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
46.1%
Holding
109
New
3
Increased
35
Reduced
48
Closed
1
Top Buys
Top Sells
| 1 |
iShares International Select Dividend ETF
IDV
|
$239K |
| 2 |
Lam Research
LRCX
|
$236K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$188K |
| 4 |
Becton Dickinson
BDX
|
$165K |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$135K |
Sector Composition
| 1 | Technology | 2.01% |
| 2 | Financials | 1.34% |
| 3 | Healthcare | 1.34% |
| 4 | Industrials | 1.22% |
| 5 | Consumer Staples | 0.78% |
