SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
1-Year Est. Return
23.03%
1 Year Est. Return
+23.03%
AUM
$456M
AUM Growth
+$39.6M
(+9.5%)
Holding
186
Top Buys
| 1 | +$2.13M | |
| 2 | +$958K | |
| 3 | +$862K | |
| 4 |
Palantir
PLTR
|
+$754K |
| 5 |
Lockheed Martin
LMT
|
+$638K |
Top Sells
| 1 | +$3.07M | |
| 2 | +$1.5M | |
| 3 | +$751K | |
| 4 |
Zscaler
ZS
|
+$417K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$414K |
Sector Composition
| 1 | Technology | 20.43% |
| 2 | Financials | 11.53% |
| 3 | Healthcare | 7.38% |
| 4 | Consumer Discretionary | 7.02% |
| 5 | Communication Services | 5.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Northrop Grumman
NOC
$85.8B
| $209K | 0.05% |
417
-2
|
|
||
177
Salesforce
CRM
$234B
| $201K | 0.04% |
+739
|
|
||
178
Immunome
IMNM
$1.44B
| $103K | 0.02% |
11,065
|
|
||
179
Annovis Bio
ANVS
$47.3M
| $50.8K | 0.01% |
23,416
|
|
||
180
Boeing
BA
$160B
| – | – |
-1,275
|
|
||
181
Alibaba
BABA
$383B
| – | – |
-1,617
|
|
||
|
182
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
| – | – |
-5,403
|
|
||
183
SFL Corp
SFL
$923M
| – | – |
-12,100
|
|