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
$196M
AUM Growth
+$237K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$600K
3
+$518K
4
BND icon
Vanguard Total Bond Market
BND
+$479K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$445K

Top Sells

1
+$2.56M
2
+$1.99M
3
+$1.05M
4
DOW icon
Dow Inc
DOW
+$708K
5
CTVA icon
Corteva
CTVA
+$414K

Sector Composition

1 Healthcare 17.83%
2 Technology 14.48%
3 Financials 7.56%
4 Consumer Discretionary 7.25%
5 Consumer Staples 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$31K 0.02%
500
252
$31K 0.02%
3,713
253
$30K 0.02%
400
254
$29K 0.01%
188
255
$29K 0.01%
1,240
+500
256
$29K 0.01%
2,000
257
$29K 0.01%
1,000
258
$28K 0.01%
+1,150
259
$28K 0.01%
705
260
$28K 0.01%
232
261
$28K 0.01%
3,599
+22
262
$27K 0.01%
150
+20
263
$27K 0.01%
4,000
264
$26K 0.01%
+482
265
$25K 0.01%
840
266
$25K 0.01%
308
267
$25K 0.01%
440
268
$25K 0.01%
656
269
$25K 0.01%
+100
270
$24K 0.01%
219
271
$23K 0.01%
500
272
$23K 0.01%
1,242
273
$23K 0.01%
300
274
$23K 0.01%
182
275
$22K 0.01%
450
9 10
11
12 13