Portfolio (Quarterly)
Guide ↗
Sterling Financial Planning, Inc.
· CIK 0001844278| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DIVS | GUINNESS ATKINSON FDS | — | 8,876 | $274K | 0.08% | SOLD |
| 2 | IHI | ISHARES TR | — | 3,630 | $226K | 0.07% | SOLD |
| 3 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2,513 | $220K | 0.07% | SOLD |
| 4 | BDX | BECTON DICKINSON & CO | Healthcare | 1,116 | $217K | 0.07% | SOLD |
| 5 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 750 | $209K | 0.06% | SOLD |
| 6 | PRU | PRUDENTIAL FINL INC | Financial Services | 1,832 | $207K | 0.06% | SOLD |
Sector Allocation
Financial Services
58.4%
Technology
11.4%
Healthcare
7.4%
Industrials
5.9%
Energy
5.1%
Communication Services
3.9%
Consumer Cyclical
2.9%
Consumer Defensive
2.7%
Real Estate
1.4%
Utilities
0.9%