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
251
$33K 0.01%
300
252
$32K 0.01%
1,010
+10
253
$32K 0.01%
400
254
$32K 0.01%
150
255
$30K 0.01%
2,050
+50
256
$29K 0.01%
1,692
+450
257
$29K 0.01%
900
258
$28K 0.01%
18
259
$28K 0.01%
500
260
$28K 0.01%
1,720
261
$27K 0.01%
400
262
$27K 0.01%
1,200
263
$27K 0.01%
211
264
$26K 0.01%
852
+10
265
$26K 0.01%
304
266
$26K 0.01%
3,713
267
$25K 0.01%
2,000
268
$25K 0.01%
500
269
$25K 0.01%
+950
270
$25K 0.01%
165
271
$25K 0.01%
330
-196
272
$25K 0.01%
2,500
273
$25K 0.01%
132
274
$24K 0.01%
440
275
$24K 0.01%
700
-350
9 10
11
12 13