SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
1-Year Return
23.03%
This Quarter Return
+7.31%
1 Year Return
+23.03%
3 Year Return
+81.36%
5 Year Return
+143.32%
10 Year Return
–
AUM
$355M
AUM Growth
+$18.9M
(+5.6%)
Cap. Flow
+$60.7K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
30.19%
Holding
637
New
47
Increased
104
Reduced
91
Closed
44
Top Buys
| 1 |
Enbridge
ENB
|
$2M |
| 2 |
Nutanix
NTNX
|
$1.99M |
| 3 |
ARK Innovation ETF
ARKK
|
$1.23M |
| 4 |
Kinder Morgan
KMI
|
$1.13M |
| 5 |
Elastic
ESTC
|
$927K |
Top Sells
| 1 |
Roku
ROKU
|
$2.47M |
| 2 |
Pinterest
PINS
|
$2.41M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.02M |
| 4 |
Apple
AAPL
|
$912K |
| 5 |
ANSS
Ansys
ANSS
|
$824K |
Sector Composition
| 1 | Technology | 21.31% |
| 2 | Healthcare | 14.85% |
| 3 | Financials | 9.36% |
| 4 | Consumer Discretionary | 7.99% |
| 5 | Communication Services | 6.43% |
