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
251
$35K 0.01%
869
+8
252
$35K 0.01%
500
253
$35K 0.01%
131
+56
254
$34K 0.01%
+100
255
$33K 0.01%
250
+200
256
$33K 0.01%
304
257
$32K 0.01%
1,414
+1,000
258
$32K 0.01%
440
259
$32K 0.01%
165
260
$32K 0.01%
+500
261
$31K 0.01%
500
262
$31K 0.01%
439
-234
263
$31K 0.01%
1,500
264
$31K 0.01%
779
265
$30K 0.01%
+1,000
266
$30K 0.01%
200
267
$30K 0.01%
+800
268
$30K 0.01%
700
269
$30K 0.01%
330
270
$29K 0.01%
100
271
$29K 0.01%
137
272
$28K 0.01%
415
273
$28K 0.01%
823
+48
274
$28K 0.01%
1,720
275
$27K 0.01%
125
9 10
11
12 13