SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
This Quarter Return
+2.97%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+0.69%)
Cap. Flow
-$2.67M
Cap. Flow
% of AUM
-1.77%
Top 10 Holdings %
Top 10 Hldgs %
31.7%
Holding
391
New
12
Increased
34
Reduced
94
Closed
44
Top Buys
| 1 |
DuPont de Nemours
DD
|
$2.09M |
| 2 |
SPDR Gold Trust
GLD
|
$920K |
| 3 |
VanEck Gold Miners ETF
GDX
|
$406K |
| 4 |
Home Depot
HD
|
$242K |
| 5 |
Axcelis
ACLS
|
$137K |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$2.15M |
| 2 |
Amazon
AMZN
|
$471K |
| 3 |
Align Technology
ALGN
|
$438K |
| 4 |
Apple
AAPL
|
$305K |
| 5 |
WSFS Financial
WSFS
|
$219K |
Sector Composition
| 1 | Healthcare | 16.86% |
| 2 | Technology | 12.56% |
| 3 | Financials | 9.47% |
| 4 | Communication Services | 7.43% |
| 5 | Consumer Discretionary | 6.47% |
