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
$170M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1 +$1.82M
2 +$1.39M
3 +$1.34M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.32M
5
CVS icon
CVS Health
CVS
+$711K

Top Sells

1 +$2.17M
2 +$2.1M
3 +$750K
4
META icon
Meta Platforms (Facebook)
META
+$506K
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$459K

Sector Composition

1 Healthcare 14.84%
2 Technology 12.75%
3 Consumer Discretionary 8.43%
4 Financials 8.33%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-4,000
452
-7,911