SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $514M
1-Year Est. Return 24.32%
This Quarter Est. Return
1 Year Est. Return
+24.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.12M
3
+$1.52M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$912K
5
GLD icon
SPDR Gold Trust
GLD
+$812K

Top Sells

1
+$2.3M
2
+$1.31M
3
+$1.3M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
CRWD icon
CrowdStrike
CRWD
+$922K

Sector Composition

1 Technology 21.57%
2 Healthcare 15.52%
3 Consumer Discretionary 8.78%
4 Communication Services 8%
5 Financials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.02%
3,200
227
$45K 0.02%
660
228
$43K 0.01%
+250
229
$42K 0.01%
303
230
$42K 0.01%
1,000
231
$42K 0.01%
353
232
$42K 0.01%
434
233
$41K 0.01%
250
-500
234
$41K 0.01%
1,232
235
$41K 0.01%
233
236
$41K 0.01%
300
237
$40K 0.01%
400
238
$40K 0.01%
400
239
$40K 0.01%
346
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240
$39K 0.01%
450
-1,000
241
$38K 0.01%
600
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242
$38K 0.01%
623
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243
$38K 0.01%
1,692
244
$37K 0.01%
339
245
$37K 0.01%
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246
$37K 0.01%
810
247
$37K 0.01%
1,004
248
$36K 0.01%
5,760
249
$36K 0.01%
211
250
$36K 0.01%
+210
8 9
10
11 12