SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
1-Year Return
23.03%
This Quarter Return
-2.56%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$353M
AUM Growth
-$2.59M
(-0.73%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
3.39%
Top 10 Holdings %
Top 10 Hldgs %
30.77%
Holding
645
New
53
Increased
143
Reduced
92
Closed
32
Top Buys
| 1 |
Cardinal Health
CAH
|
$3.34M |
| 2 |
Ford
F
|
$2.77M |
| 3 |
Home Depot
HD
|
$1.93M |
| 4 |
Kinder Morgan
KMI
|
$1.85M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.25M |
Top Sells
| 1 |
Apple
AAPL
|
$1.26M |
| 2 |
fuboTV
FUBO
|
$1.04M |
| 3 |
Grayscale Bitcoin Trust
GBTC
|
$720K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$415K |
| 5 |
BlackRock Municipal 2030 Target Term Trust
BTT
|
$411K |
Sector Composition
| 1 | Technology | 19.54% |
| 2 | Healthcare | 15.98% |
| 3 | Financials | 8.75% |
| 4 | Consumer Discretionary | 8.44% |
| 5 | Communication Services | 6.14% |
