SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $514M
1-Year Est. Return 24.32%
This Quarter Est. Return
1 Year Est. Return
+24.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.65M
3
+$1.64M
4
PINS icon
Pinterest
PINS
+$1.24M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$1.07M

Top Sells

1
+$1.85M
2
+$1.45M
3
+$697K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$420K

Sector Composition

1 Technology 20.67%
2 Healthcare 16.02%
3 Consumer Discretionary 8.65%
4 Communication Services 7.15%
5 Financials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42K 0.02%
+200
227
$41K 0.02%
800
228
$41K 0.02%
1,058
229
$40K 0.02%
353
230
$40K 0.02%
500
231
$39K 0.02%
1,300
-180
232
$39K 0.02%
700
233
$38K 0.02%
1,000
234
$38K 0.02%
1,004
235
$38K 0.02%
1,240
236
$37K 0.02%
1,232
237
$37K 0.02%
339
238
$37K 0.02%
700
239
$36K 0.01%
444
240
$36K 0.01%
+3,000
241
$36K 0.01%
1,000
242
$36K 0.01%
343
243
$36K 0.01%
150
244
$35K 0.01%
+400
245
$35K 0.01%
609
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246
$34K 0.01%
+400
247
$33K 0.01%
233
248
$33K 0.01%
300
249
$33K 0.01%
434
250
$33K 0.01%
660
8 9
10
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