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
$310M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.9M
3
+$1.83M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.72M
5
CURI icon
CuriosityStream
CURI
+$1.05M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$968K
5
AMZN icon
Amazon
AMZN
+$845K

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
251
$42K 0.01%
1,692
252
$40K 0.01%
877
+8
253
$40K 0.01%
700
254
$40K 0.01%
211
255
$39K 0.01%
+435
256
$39K 0.01%
1,500
257
$38K 0.01%
300
258
$38K 0.01%
623
259
$37K 0.01%
131
260
$37K 0.01%
339
261
$37K 0.01%
344
+40
262
$36K 0.01%
444
263
$36K 0.01%
500
264
$36K 0.01%
143
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265
$35K 0.01%
454
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266
$34K 0.01%
485
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267
$34K 0.01%
440
268
$34K 0.01%
165
269
$33K 0.01%
330
270
$32K 0.01%
3,150
271
$31K 0.01%
308
272
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240
+190
273
$31K 0.01%
+580
274
$31K 0.01%
590
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275
$31K 0.01%
500
9 10
11
12 13