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
$259M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$934K
3
+$756K
4
PPL icon
PPL Corp
PPL
+$554K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$543K

Top Sells

1
+$2.4M
2
+$1.37M
3
+$1.19M
4
BA icon
Boeing
BA
+$1.06M
5
CRWD icon
CrowdStrike
CRWD
+$851K

Sector Composition

1 Technology 21.56%
2 Healthcare 15.19%
3 Consumer Discretionary 9.01%
4 Communication Services 7.82%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42K 0.02%
700
227
$41K 0.02%
353
228
$40K 0.02%
400
229
$40K 0.02%
1,000
230
$40K 0.02%
572
+562
231
$39K 0.02%
300
232
$38K 0.01%
1,232
233
$38K 0.01%
233
234
$38K 0.01%
343
235
$37K 0.01%
444
236
$37K 0.01%
2,000
237
$37K 0.01%
339
238
$37K 0.01%
660
239
$37K 0.01%
673
-216
240
$36K 0.01%
616
+7
241
$35K 0.01%
434
242
$35K 0.01%
1,004
243
$35K 0.01%
1,285
+45
244
$34K 0.01%
810
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245
$34K 0.01%
1,200
246
$33K 0.01%
+400
247
$33K 0.01%
+200
248
$32K 0.01%
300
249
$31K 0.01%
400
250
$31K 0.01%
5,760
-1,024
8 9
10
11 12