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
326
$14K ﹤0.01%
159
327
$14K ﹤0.01%
+500
328
$14K ﹤0.01%
100
329
$14K ﹤0.01%
90
330
$14K ﹤0.01%
28
-100
331
$14K ﹤0.01%
442
332
$14K ﹤0.01%
1,000
333
$14K ﹤0.01%
195
+3
334
$14K ﹤0.01%
134
335
$13K ﹤0.01%
6
336
$13K ﹤0.01%
300
337
$13K ﹤0.01%
1,050
338
$13K ﹤0.01%
274
+1
339
$13K ﹤0.01%
3,150
340
$13K ﹤0.01%
728
341
$13K ﹤0.01%
+1,200
342
$13K ﹤0.01%
833
343
$12K ﹤0.01%
500
344
$12K ﹤0.01%
125
345
$12K ﹤0.01%
320
346
$12K ﹤0.01%
200
+80
347
$11K ﹤0.01%
210
348
$11K ﹤0.01%
355
349
$11K ﹤0.01%
100
350
$11K ﹤0.01%
294
12 13
14
15 16