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
$336M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.44M
3
+$1.31M
4
TFC icon
Truist Financial
TFC
+$1.17M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$635K

Top Sells

1
+$1.32M
2
+$1.2M
3
+$876K
4
SKLZ icon
Skillz
SKLZ
+$872K
5
LVS icon
Las Vegas Sands
LVS
+$828K

Sector Composition

1 Technology 20.87%
2 Healthcare 15.15%
3 Financials 9.21%
4 Communication Services 8.72%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$65K 0.02%
+3,000
227
$63K 0.02%
400
228
$63K 0.02%
490
229
$61K 0.02%
1,031
230
$59K 0.02%
800
231
$59K 0.02%
260
232
$59K 0.02%
412
-258
233
$58K 0.02%
437
+84
234
$57K 0.02%
920
+220
235
$56K 0.02%
+2,000
236
$56K 0.02%
233
237
$56K 0.02%
1,694
238
$56K 0.02%
5,000
239
$52K 0.02%
1,000
-600
240
$52K 0.02%
1,400
+400
241
$51K 0.02%
644
-26
242
$51K 0.02%
+260
243
$50K 0.01%
800
244
$50K 0.01%
250
245
$50K 0.01%
300
246
$49K 0.01%
1,000
247
$49K 0.01%
+750
248
$49K 0.01%
180
249
$49K 0.01%
434
250
$49K 0.01%
86
8 9
10
11 12