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
526
$2K ﹤0.01%
2,350
527
$2K ﹤0.01%
80
528
$2K ﹤0.01%
+66
529
$2K ﹤0.01%
59
530
$2K ﹤0.01%
3
531
$2K ﹤0.01%
200
532
$1K ﹤0.01%
5
533
$1K ﹤0.01%
9
534
$1K ﹤0.01%
+29
535
$1K ﹤0.01%
25
536
$1K ﹤0.01%
82
+2
537
$1K ﹤0.01%
20
538
$1K ﹤0.01%
50
539
$1K ﹤0.01%
9
540
$1K ﹤0.01%
5
541
$1K ﹤0.01%
7
542
$1K ﹤0.01%
3
-50
543
$1K ﹤0.01%
16
544
$1K ﹤0.01%
100
545
$1K ﹤0.01%
10
546
$1K ﹤0.01%
4
547
$1K ﹤0.01%
50
-66,000
548
$1K ﹤0.01%
4
549
$1K ﹤0.01%
750
550
$1K ﹤0.01%
10
20 21
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