SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
This Quarter Return
+8.2%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$356M
AUM Growth
+$356M
(+11%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
4.37%
Top 10 Holdings %
Top 10 Hldgs %
31.09%
Holding
146
New
12
Increased
49
Reduced
54
Closed
6
Top Buys
| 1 |
Tema ETF Trust Tema Heart & Health ETF
HRTS
|
$4.34M |
| 2 |
Deere & Co
DE
|
$2.72M |
| 3 |
Walmart
WMT
|
$2.07M |
| 4 |
Global X Robotics & Artificial Intelligence ETF
BOTZ
|
$1.72M |
| 5 |
American Tower
AMT
|
$1.15M |
Top Sells
| 1 |
Diageo
DEO
|
$608K |
| 2 |
KKR & Co
KKR
|
$530K |
| 3 |
Apple
AAPL
|
$415K |
| 4 |
CrowdStrike
CRWD
|
$404K |
| 5 |
VanEck Gold Miners ETF
GDX
|
$364K |
Sector Composition
| 1 | Technology | 17.55% |
| 2 | Financials | 12.4% |
| 3 | Healthcare | 9.64% |
| 4 | Consumer Discretionary | 8.6% |
| 5 | Consumer Staples | 6.12% |
