SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
This Quarter Return
+17.97%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$294M
AUM Growth
+$294M
(+13%)
Cap. Flow
+$917K
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
32.82%
Holding
493
New
44
Increased
95
Reduced
87
Closed
32
Top Buys
| 1 |
JMIA
Jumia Technologies
JMIA
|
$2.39M |
| 2 |
PagerDuty
PD
|
$2.12M |
| 3 |
Fastly
FSLY
|
$1.52M |
| 4 |
VanEck Gold Miners ETF
GDX
|
$912K |
| 5 |
iShares Dow Jones US ETF
IYY
|
$887K |
Top Sells
| 1 |
Apple
AAPL
|
$2.3M |
| 2 |
Globus Medical
GMED
|
$1.3M |
| 3 |
Amazon
AMZN
|
$1.11M |
| 4 |
CrowdStrike
CRWD
|
$922K |
| 5 |
LVGO
Livongo Health, Inc. Common Stock
LVGO
|
$851K |
Sector Composition
| 1 | Technology | 21.57% |
| 2 | Healthcare | 15.52% |
| 3 | Consumer Discretionary | 8.78% |
| 4 | Communication Services | 8% |
| 5 | Financials | 6.55% |