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
451
$7K ﹤0.01%
16
452
$7K ﹤0.01%
+133
453
$7K ﹤0.01%
50
454
$7K ﹤0.01%
125
455
$7K ﹤0.01%
+68
456
$7K ﹤0.01%
50
457
$6K ﹤0.01%
250
458
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200
459
$6K ﹤0.01%
500
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$6K ﹤0.01%
1,000
461
$6K ﹤0.01%
75
462
$6K ﹤0.01%
15
463
$6K ﹤0.01%
500
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$6K ﹤0.01%
121
+1
465
$6K ﹤0.01%
75
466
$5K ﹤0.01%
110
467
$5K ﹤0.01%
101
+100
468
$5K ﹤0.01%
70
469
$5K ﹤0.01%
175
470
$5K ﹤0.01%
+70
471
$5K ﹤0.01%
133
472
$5K ﹤0.01%
100
473
$5K ﹤0.01%
250
+200
474
$5K ﹤0.01%
20
475
$5K ﹤0.01%
100
-280
17 18
19
20 21