SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
1-Year Return
23.03%
This Quarter Return
-12.64%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$189M
AUM Growth
-$28.4M
(-13%)
Cap. Flow
+$8.09M
Cap. Flow
% of AUM
4.28%
Top 10 Holdings %
Top 10 Hldgs %
35.73%
Holding
466
New
40
Increased
95
Reduced
80
Closed
46
Top Buys
| 1 |
CrowdStrike
CRWD
|
$2.37M |
| 2 |
Zoom
ZM
|
$1.17M |
| 3 |
Las Vegas Sands
LVS
|
$811K |
| 4 |
Gilead Sciences
GILD
|
$799K |
| 5 |
United Parcel Service
UPS
|
$742K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$540K |
| 2 |
Invesco KBW High Dividend Yield Financial ETF
KBWD
|
$241K |
| 3 |
Tesla
TSLA
|
$226K |
| 4 |
The RealReal
REAL
|
$222K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$203K |
Sector Composition
| 1 | Technology | 18.64% |
| 2 | Healthcare | 17.71% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.02% |
| 5 | Consumer Staples | 6.67% |
