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
251
$31K 0.01%
1,692
252
$31K 0.01%
211
253
$30K 0.01%
500
254
$29K 0.01%
137
+5
255
$28K 0.01%
165
256
$28K 0.01%
304
257
$27K 0.01%
861
+9
258
$27K 0.01%
500
259
$27K 0.01%
950
260
$27K 0.01%
330
261
$26K 0.01%
440
262
$25K 0.01%
415
263
$25K 0.01%
2,500
264
$24K 0.01%
700
265
$24K 0.01%
2,438
+1,107
266
$24K 0.01%
800
-1,000
267
$24K 0.01%
1,092
268
$24K 0.01%
720
269
$24K 0.01%
1,500
270
$24K 0.01%
779
+1
271
$23K 0.01%
125
272
$23K 0.01%
400
273
$23K 0.01%
1,720
274
$23K 0.01%
582
275
$23K 0.01%
+90
9 10
11
12 13