SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
1-Year Return
23.03%
This Quarter Return
+12.46%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$259M
AUM Growth
+$18.3M
(+7.6%)
Cap. Flow
-$8.3M
Cap. Flow
% of AUM
-3.2%
Top 10 Holdings %
Top 10 Hldgs %
33.8%
Holding
475
New
31
Increased
75
Reduced
106
Closed
26
Top Buys
| 1 |
AYX
Alteryx, Inc.
AYX
|
$1.79M |
| 2 |
NVTA
Invitae Corporation
NVTA
|
$934K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$756K |
| 4 |
PPL Corp
PPL
|
$554K |
| 5 |
iShares Dow Jones US ETF
IYY
|
$543K |
Top Sells
| 1 |
Zoom
ZM
|
$2.4M |
| 2 |
Apple
AAPL
|
$1.37M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.19M |
| 4 |
Boeing
BA
|
$1.06M |
| 5 |
CrowdStrike
CRWD
|
$851K |
Sector Composition
| 1 | Technology | 21.56% |
| 2 | Healthcare | 15.19% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Communication Services | 7.82% |
| 5 | Consumer Staples | 6.81% |
