SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
This Quarter Return
+1.54%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
307
New
305
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.05M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$5.73M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$4.84M |
| 4 |
Globus Medical
GMED
|
$4.64M |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 17.11% |
| 2 | Technology | 11.19% |
| 3 | Financials | 8.61% |
| 4 | Communication Services | 7.47% |
| 5 | Consumer Staples | 6.91% |
