SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $543M
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.03M
3
+$1.89M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.47M
5
CURI icon
CuriosityStream
CURI
+$1.34M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.27M
4
AAPL icon
Apple
AAPL
+$1.02M
5
AMZN icon
Amazon
AMZN
+$865K

Sector Composition

1 Technology 18.7%
2 Healthcare 15.84%
3 Consumer Discretionary 8.85%
4 Communication Services 8.66%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55K 0.02%
300
227
$54K 0.02%
700
228
$54K 0.02%
+5,000
229
$51K 0.02%
400
230
$51K 0.02%
800
231
$51K 0.02%
233
232
$50K 0.02%
664
+20
233
$50K 0.02%
1,224
234
$49K 0.02%
2,000
235
$49K 0.02%
250
236
$49K 0.02%
1,542
+1,100
237
$47K 0.02%
434
238
$46K 0.01%
400
239
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1,000
240
$46K 0.01%
+2,799
241
$45K 0.01%
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242
$45K 0.01%
353
243
$44K 0.01%
400
244
$44K 0.01%
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245
$44K 0.01%
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246
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$44K 0.01%
660
248
$43K 0.01%
303
249
$42K 0.01%
1,004
250
$42K 0.01%
1,692
8 9
10
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