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
351
$11K ﹤0.01%
234
352
$11K ﹤0.01%
1,500
353
$11K ﹤0.01%
350
-2,000
354
$11K ﹤0.01%
150
355
$11K ﹤0.01%
750
356
$10K ﹤0.01%
+200
357
$10K ﹤0.01%
+103
358
$10K ﹤0.01%
+125
359
$10K ﹤0.01%
+65
360
$10K ﹤0.01%
+350
361
$10K ﹤0.01%
160
362
$10K ﹤0.01%
36
363
$10K ﹤0.01%
226
364
$10K ﹤0.01%
210
+200
365
$10K ﹤0.01%
1,000
366
$10K ﹤0.01%
+188
367
$10K ﹤0.01%
311
+1
368
$10K ﹤0.01%
+340
369
$10K ﹤0.01%
+453
370
$10K ﹤0.01%
+700
371
$10K ﹤0.01%
+1,400
372
$9K ﹤0.01%
+76
373
$9K ﹤0.01%
350
374
$9K ﹤0.01%
+100
375
$9K ﹤0.01%
37
13 14
15
16 17