SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
1-Year Return
23.03%
This Quarter Return
+7.41%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$161M
AUM Growth
+$10.4M
(+6.9%)
Cap. Flow
+$1.23M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
31.99%
Holding
374
New
27
Increased
65
Reduced
46
Closed
23
Top Buys
| 1 |
ROBO Global Robotics & Automation Index ETF
ROBO
|
$2.47M |
| 2 |
Walmart
WMT
|
$1.43M |
| 3 |
Mondelez International
MDLZ
|
$496K |
| 4 |
VanEck Gold Miners ETF
GDX
|
$443K |
| 5 |
SPDR Gold Trust
GLD
|
$436K |
Top Sells
| 1 |
GE Aerospace
GE
|
$1.58M |
| 2 |
SRCL
Stericycle Inc
SRCL
|
$1.29M |
| 3 |
GSK
GSK
|
$1.01M |
| 4 |
Align Technology
ALGN
|
$1,000K |
| 5 |
VIAB
Viacom Inc. Class B
VIAB
|
$548K |
Sector Composition
| 1 | Healthcare | 16.13% |
| 2 | Technology | 12.82% |
| 3 | Financials | 9.49% |
| 4 | Communication Services | 7.22% |
| 5 | Consumer Discretionary | 6.78% |
