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
376
$8K ﹤0.01%
33
+1
377
$8K ﹤0.01%
250
-250
378
$8K ﹤0.01%
+23
379
$8K ﹤0.01%
500
380
$8K ﹤0.01%
516
381
$8K ﹤0.01%
274
+1
382
$8K ﹤0.01%
500
383
$8K ﹤0.01%
+18
384
$7K ﹤0.01%
1,000
385
$7K ﹤0.01%
94
386
$7K ﹤0.01%
135
387
$7K ﹤0.01%
200
-700
388
$7K ﹤0.01%
484
389
$6K ﹤0.01%
166
-234
390
$6K ﹤0.01%
400
391
$6K ﹤0.01%
573
+13
392
$6K ﹤0.01%
500
393
$6K ﹤0.01%
63
394
$6K ﹤0.01%
100
395
$6K ﹤0.01%
160
396
$6K ﹤0.01%
2,500
397
$6K ﹤0.01%
+8
398
$5K ﹤0.01%
133
399
$5K ﹤0.01%
130
+2
400
$5K ﹤0.01%
50
-522
14 15
16
17 18