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
401
$5K ﹤0.01%
40
402
$4K ﹤0.01%
85
-2,000
403
$4K ﹤0.01%
125
404
$4K ﹤0.01%
50
405
$4K ﹤0.01%
70
406
$4K ﹤0.01%
150
407
$4K ﹤0.01%
5,500
408
$4K ﹤0.01%
205
409
$4K ﹤0.01%
22
410
$4K ﹤0.01%
100
-50
411
$3K ﹤0.01%
+7
412
$3K ﹤0.01%
40
413
$3K ﹤0.01%
67
414
$3K ﹤0.01%
43
415
$3K ﹤0.01%
48
416
$2K ﹤0.01%
345
417
$2K ﹤0.01%
9
418
$2K ﹤0.01%
50
419
$2K ﹤0.01%
+100
420
$2K ﹤0.01%
+50
421
$1K ﹤0.01%
80
-300
422
$1K ﹤0.01%
16
+15
423
$1K ﹤0.01%
12
424
$1K ﹤0.01%
3
425
$1K ﹤0.01%
35
15 16
17
18 19