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SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$552M
1-Year Est. Return
26%
This Fund
S&P 500
1 Year Est. Return
+26%
AUM
$218M
AUM Growth
+$21.9M
(+11%)
Holding
467
Top Buys
| 1 | +$1.89M | |
| 2 | +$880K | |
| 3 | +$741K | |
| 4 |
Unilever
UL
|
+$579K |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$571K |
Top Sells
| 1 | +$714K | |
| 2 | +$543K | |
| 3 | +$417K | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$255K |
| 5 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$208K |
Sector Composition
| 1 | Healthcare | 18.22% |
| 2 | Technology | 15.87% |
| 3 | Consumer Discretionary | 7.55% |
| 4 | Financials | 7.35% |
| 5 | Communication Services | 6.85% |