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
476
$5K ﹤0.01%
+62
477
$5K ﹤0.01%
94
+44
478
$5K ﹤0.01%
30
479
$5K ﹤0.01%
2,500
480
$5K ﹤0.01%
+500
481
$5K ﹤0.01%
65
482
$5K ﹤0.01%
30
483
$4K ﹤0.01%
+27
484
$4K ﹤0.01%
50
-125
485
$4K ﹤0.01%
+105
486
$4K ﹤0.01%
75
487
$4K ﹤0.01%
32
488
$4K ﹤0.01%
350
489
$4K ﹤0.01%
40
490
$4K ﹤0.01%
50
491
$4K ﹤0.01%
+150
492
$4K ﹤0.01%
700
493
$4K ﹤0.01%
50
-350
494
$4K ﹤0.01%
77
495
$4K ﹤0.01%
150
496
$4K ﹤0.01%
150
497
$4K ﹤0.01%
155
498
$4K ﹤0.01%
+125
499
$4K ﹤0.01%
+201
500
$4K ﹤0.01%
+30
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