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
376
$17K 0.01%
212
377
$17K 0.01%
1,516
+500
378
$17K 0.01%
242
379
$17K 0.01%
+1,000
380
$16K ﹤0.01%
+630
381
$16K ﹤0.01%
1,200
382
$16K ﹤0.01%
234
383
$16K ﹤0.01%
1,500
384
$16K ﹤0.01%
478
385
$16K ﹤0.01%
200
386
$16K ﹤0.01%
361
387
$16K ﹤0.01%
186
388
$16K ﹤0.01%
+490
389
$15K ﹤0.01%
500
390
$15K ﹤0.01%
125
391
$15K ﹤0.01%
241
392
$15K ﹤0.01%
90
393
$15K ﹤0.01%
+48
394
$15K ﹤0.01%
133
395
$15K ﹤0.01%
955
396
$15K ﹤0.01%
99
397
$15K ﹤0.01%
140
398
$15K ﹤0.01%
203
+2
399
$15K ﹤0.01%
210
-120
400
$14K ﹤0.01%
148
14 15
16
17 18