SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
This Quarter Return
+9.01%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(+11%)
Cap. Flow
+$5.81M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
35.86%
Holding
467
New
34
Increased
79
Reduced
79
Closed
43
Top Buys
| 1 |
Kinder Morgan
KMI
|
$1.98M |
| 2 |
Amazon
AMZN
|
$918K |
| 3 |
SPDR Gold Trust
GLD
|
$757K |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$569K |
| 5 |
American Tower
AMT
|
$563K |
Top Sells
| 1 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
$732K |
| 2 |
Globus Medical
GMED
|
$589K |
| 3 |
Apple
AAPL
|
$475K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$255K |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$215K |
Sector Composition
| 1 | Healthcare | 18.22% |
| 2 | Technology | 15.87% |
| 3 | Consumer Discretionary | 7.55% |
| 4 | Financials | 7.35% |
| 5 | Communication Services | 6.85% |
