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
476
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-3
477
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-2,000
478
$0 ﹤0.01%
2
479
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-50
480
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-1
481
$0 ﹤0.01%
2
482
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0
483
$0 ﹤0.01%
11
484
– –
-10,879
485
– –
-250
486
– –
-1,200
487
– –
0
488
– –
-6,075
16 17 18 19
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