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
301
$32K 0.01%
766
+141
302
$32K 0.01%
3,837
+36
303
$31K 0.01%
5,000
-1,000
304
$31K 0.01%
720
305
$30K 0.01%
582
306
$30K 0.01%
+106
307
$30K 0.01%
439
308
$30K 0.01%
825
+6
309
$29K 0.01%
200
310
$29K 0.01%
212
311
$29K 0.01%
131
+45
312
$29K 0.01%
125
313
$29K 0.01%
200
314
$28K 0.01%
485
315
$28K 0.01%
890
316
$28K 0.01%
+1,250
317
$28K 0.01%
1,564
318
$28K 0.01%
500
319
$28K 0.01%
300
320
$27K 0.01%
81
-5
321
$27K 0.01%
447
+147
322
$27K 0.01%
90
323
$27K 0.01%
1,300
324
$27K 0.01%
67
325
$26K 0.01%
400
11 12
13
14 15