SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
This Quarter Return
+3.41%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$310M
AUM Growth
+$310M
(+5.2%)
Cap. Flow
+$8.92M
Cap. Flow
% of AUM
2.88%
Top 10 Holdings %
Top 10 Hldgs %
29.17%
Holding
552
New
91
Increased
135
Reduced
70
Closed
22
Top Buys
| 1 |
Fidelity National Financial
FNF
|
$2.15M |
| 2 |
Veeva Systems
VEEV
|
$1.9M |
| 3 |
Regeneron Pharmaceuticals
REGN
|
$1.83M |
| 4 |
iShares Dow Jones US ETF
IYY
|
$1.72M |
| 5 |
CuriosityStream
CURI
|
$1.05M |
Top Sells
| 1 |
AYX
Alteryx, Inc.
AYX
|
$2.45M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.8M |
| 3 |
Globus Medical
GMED
|
$1.23M |
| 4 |
Apple
AAPL
|
$968K |
| 5 |
Amazon
AMZN
|
$845K |
Sector Composition
| 1 | Technology | 18.7% |
| 2 | Healthcare | 15.84% |
| 3 | Consumer Discretionary | 8.85% |
| 4 | Communication Services | 8.66% |
| 5 | Financials | 8.21% |
