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
$150M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.38M
3
+$1.31M
4
BK icon
Bank of New York Mellon
BK
+$1.24M
5
PAYX icon
Paychex
PAYX
+$1.23M

Top Sells

1
+$1.74M
2
+$1.57M
3
+$1.4M
4
NUVA
NuVasive, Inc.
NUVA
+$560K
5
ALGN icon
Align Technology
ALGN
+$246K

Sector Composition

1 Healthcare 17.16%
2 Technology 12.08%
3 Financials 9.37%
4 Communication Services 7.27%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K 0.01%
160
277
$13K 0.01%
200
278
$13K 0.01%
+445
279
$12K 0.01%
1,500
280
$12K 0.01%
+400
281
$12K 0.01%
445
282
$12K 0.01%
+230
283
$12K 0.01%
+92
284
$11K 0.01%
+6
285
$11K 0.01%
200
286
$11K 0.01%
205
+61
287
$11K 0.01%
+750
288
$10K 0.01%
159
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289
$10K 0.01%
+132
290
$10K 0.01%
159
291
$10K 0.01%
+437
292
$9K 0.01%
+73
293
$9K 0.01%
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294
$9K 0.01%
150
295
$8K 0.01%
200
296
$8K 0.01%
200
297
$8K 0.01%
+627
298
$8K 0.01%
493
299
$7K ﹤0.01%
739
300
$7K ﹤0.01%
450
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