SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
This Quarter Return
+12.61%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$321M
AUM Growth
+$321M
(+12%)
Cap. Flow
+$1.89M
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
33.91%
Holding
143
New
10
Increased
45
Reduced
52
Closed
9
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$4.01M |
| 2 |
Reaves Utility Income Fund
UTG
|
$3.29M |
| 3 |
Vanguard Utilities ETF
VPU
|
$1.61M |
| 4 |
Trade Desk
TTD
|
$1.49M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$523K |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.98M |
| 2 |
Cardinal Health
CAH
|
$2.09M |
| 3 |
PPL Corp
PPL
|
$1.89M |
| 4 |
Datadog
DDOG
|
$1.82M |
| 5 |
Pfizer
PFE
|
$1.56M |
Sector Composition
| 1 | Technology | 18.78% |
| 2 | Financials | 12.74% |
| 3 | Healthcare | 10.45% |
| 4 | Consumer Discretionary | 8.68% |
| 5 | Consumer Staples | 6.41% |
