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
$355M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.99M
3
+$1.23M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
ESTC icon
Elastic
ESTC
+$927K

Top Sells

1
+$2.47M
2
+$2.41M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$912K
5
ANSS
Ansys
ANSS
+$824K

Sector Composition

1 Technology 21.31%
2 Healthcare 14.85%
3 Financials 9.36%
4 Consumer Discretionary 7.99%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50K 0.01%
800
252
$48K 0.01%
400
253
$48K 0.01%
720
254
$48K 0.01%
346
255
$48K 0.01%
344
256
$48K 0.01%
1,232
257
$47K 0.01%
5,760
-2,600
258
$47K 0.01%
873
+6
259
$47K 0.01%
300
260
$47K 0.01%
700
261
$46K 0.01%
771
262
$46K 0.01%
+550
263
$45K 0.01%
3,150
264
$45K 0.01%
600
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265
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500
266
$45K 0.01%
131
267
$43K 0.01%
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268
$43K 0.01%
400
269
$43K 0.01%
211
270
$42K 0.01%
452
271
$41K 0.01%
400
272
$41K 0.01%
100
273
$40K 0.01%
525
274
$39K 0.01%
800
275
$39K 0.01%
425
-20
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