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
$151M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$921K
3
+$408K
4
HD icon
Home Depot
HD
+$227K
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$137K

Top Sells

1
+$2.15M
2
+$481K
3
+$402K
4
AAPL icon
Apple
AAPL
+$307K
5
WSFS icon
WSFS Financial
WSFS
+$203K

Sector Composition

1 Healthcare 16.86%
2 Technology 12.56%
3 Financials 9.45%
4 Communication Services 7.43%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K 0.01%
354
252
$18K 0.01%
1,000
253
$18K 0.01%
1,000
-2,900
254
$18K 0.01%
948
255
$18K 0.01%
500
256
$17K 0.01%
500
257
$17K 0.01%
1,000
258
$17K 0.01%
1,000
259
$16K 0.01%
1,000
260
$16K 0.01%
1,500
261
$16K 0.01%
250
-1,020
262
$16K 0.01%
305
263
$16K 0.01%
127
264
$16K 0.01%
200
265
$15K 0.01%
1,000
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266
$14K 0.01%
1,200
267
$14K 0.01%
300
268
$14K 0.01%
300
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269
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200
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270
$14K 0.01%
400
271
$13K 0.01%
445
272
$13K 0.01%
493
273
$13K 0.01%
750
274
$13K 0.01%
92
275
$13K 0.01%
1,000
9 10
11
12 13