SIAP
Sterling Investment Advisors (Pennsylvania) Portfolio holdings
AUM
$456M
1-Year Est. Return
23.03%
1 Year Est. Return
+23.03%
AUM
$417M
AUM Growth
+$4.05M
(+0.98%)
Holding
180
Top Buys
| 1 | +$1.74M | |
| 2 | +$1.37M | |
| 3 | +$1.32M | |
| 4 |
Palantir
PLTR
|
+$1.13M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.08M |
Top Sells
| 1 | +$712K | |
| 2 | +$577K | |
| 3 | +$536K | |
| 4 |
Costco
COST
|
+$485K |
| 5 |
Johnson & Johnson
JNJ
|
+$448K |
Sector Composition
| 1 | Technology | 18.75% |
| 2 | Financials | 11.22% |
| 3 | Healthcare | 8.66% |
| 4 | Consumer Discretionary | 7.08% |
| 5 | Consumer Staples | 6.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Marriott International
MAR
$70.3B
| – | – |
-825
|
|
||
177
Marvell Technology
MRVL
$76.1B
| – | – |
-2,415
|
|
||
178
Schwab US Large- Cap ETF
SCHX
$60.4B
| – | – |
-9,047
|
|