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
401
$14K ﹤0.01%
290
402
$14K ﹤0.01%
+35
403
$14K ﹤0.01%
489
+400
404
$13K ﹤0.01%
67
405
$13K ﹤0.01%
275
406
$13K ﹤0.01%
2,200
407
$13K ﹤0.01%
163
408
$13K ﹤0.01%
150
409
$13K ﹤0.01%
290
+15
410
$13K ﹤0.01%
294
411
$12K ﹤0.01%
92
412
$12K ﹤0.01%
75
-8
413
$12K ﹤0.01%
+20
414
$12K ﹤0.01%
355
415
$12K ﹤0.01%
100
416
$12K ﹤0.01%
+275
417
$11K ﹤0.01%
125
418
$11K ﹤0.01%
400
419
$11K ﹤0.01%
+998
420
$11K ﹤0.01%
90
421
$11K ﹤0.01%
210
422
$11K ﹤0.01%
244
423
$11K ﹤0.01%
300
424
$10K ﹤0.01%
80
425
$10K ﹤0.01%
200
15 16
17
18 19