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
426
$10K ﹤0.01%
400
427
$10K ﹤0.01%
37
428
$10K ﹤0.01%
150
+15
429
$10K ﹤0.01%
+55
430
$10K ﹤0.01%
1,000
431
$10K ﹤0.01%
833
432
$9K ﹤0.01%
300
433
$9K ﹤0.01%
+296
434
$9K ﹤0.01%
25
435
$9K ﹤0.01%
516
436
$9K ﹤0.01%
85
437
$9K ﹤0.01%
94
438
$9K ﹤0.01%
+150
439
$9K ﹤0.01%
200
440
$8K ﹤0.01%
717
+467
441
$8K ﹤0.01%
+1,500
442
$8K ﹤0.01%
35
443
$8K ﹤0.01%
100
444
$8K ﹤0.01%
133
+1
445
$8K ﹤0.01%
100
-300
446
$8K ﹤0.01%
160
447
$7K ﹤0.01%
115
448
$7K ﹤0.01%
25
-6
449
$7K ﹤0.01%
+80
450
$7K ﹤0.01%
89
16 17
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