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
276
$27K 0.01%
308
277
$27K 0.01%
400
278
$27K 0.01%
400
279
$27K 0.01%
950
280
$26K 0.01%
807
+7
281
$26K 0.01%
1,092
282
$26K 0.01%
582
283
$26K 0.01%
5
+4
284
$26K 0.01%
80
285
$25K 0.01%
75
286
$25K 0.01%
500
287
$25K 0.01%
90
288
$25K 0.01%
720
289
$24K 0.01%
430
+50
290
$24K 0.01%
471
-46
291
$24K 0.01%
3,745
+26
292
$23K 0.01%
1,300
293
$23K 0.01%
200
294
$22K 0.01%
500
295
$21K 0.01%
1,280
296
$21K 0.01%
1,000
-2,000
297
$21K 0.01%
948
298
$21K 0.01%
200
299
$21K 0.01%
500
300
$21K 0.01%
1,200
10 11
12
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