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
$336M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.44M
3
+$1.31M
4
TFC icon
Truist Financial
TFC
+$1.17M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$635K

Top Sells

1
+$1.32M
2
+$1.2M
3
+$876K
4
SKLZ icon
Skillz
SKLZ
+$872K
5
LVS icon
Las Vegas Sands
LVS
+$828K

Sector Composition

1 Technology 20.87%
2 Healthcare 15.15%
3 Financials 9.21%
4 Communication Services 8.72%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K 0.01%
+101
352
$20K 0.01%
100
353
$20K 0.01%
372
+3
354
$20K 0.01%
222
355
$19K 0.01%
8
+2
356
$19K 0.01%
54
357
$19K 0.01%
400
358
$19K 0.01%
850
359
$19K 0.01%
1,000
360
$19K 0.01%
506
361
$19K 0.01%
2,500
362
$18K 0.01%
70
363
$18K 0.01%
+3,000
364
$18K 0.01%
262
365
$18K 0.01%
240
366
$18K 0.01%
2,000
367
$18K 0.01%
27
+25
368
$18K 0.01%
640
369
$18K 0.01%
500
370
$17K 0.01%
4,000
371
$17K 0.01%
169
372
$17K 0.01%
411
373
$17K 0.01%
200
374
$17K 0.01%
+550
375
$17K 0.01%
+28
13 14
15
16 17