SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
This Quarter Return
+6.4%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$296M
AUM Growth
+$296M
(+6.1%)
Cap. Flow
+$6.13M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
33.26%
Holding
143
New
5
Increased
57
Reduced
50
Closed
10
Top Buys
| 1 |
Truist Financial
TFC
|
$2.89M |
| 2 |
Verizon
VZ
|
$2.39M |
| 3 |
Home Depot
HD
|
$1.68M |
| 4 |
Apple
AAPL
|
$1.18M |
| 5 |
Microsoft
MSFT
|
$697K |
Top Sells
| 1 |
Enbridge
ENB
|
$1.89M |
| 2 |
Akamai
AKAM
|
$1.55M |
| 3 |
Hercules Capital
HTGC
|
$853K |
| 4 |
Ares Capital
ARCC
|
$593K |
| 5 |
Illumina
ILMN
|
$517K |
Sector Composition
| 1 | Technology | 18.57% |
| 2 | Healthcare | 14.51% |
| 3 | Financials | 10.71% |
| 4 | Consumer Discretionary | 7.2% |
| 5 | Consumer Staples | 6.85% |
