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SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $552M
1-Year Est. Return 26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.33M
3
+$487K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$434K
5
GLD icon
SPDR Gold Trust
GLD
+$427K

Top Sells

1
+$1.8M
2
+$1.29M
3
+$1.02M
4
GSK icon
GSK
GSK
+$1.01M
5
VIAB
Viacom Inc. Class B
VIAB
+$595K

Sector Composition

1 Healthcare 16.13%
2 Technology 12.82%
3 Financials 9.47%
4 Communication Services 7.22%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K 0.01%
400
277
$13K 0.01%
1,000
278
$12K 0.01%
132
279
$12K 0.01%
445
280
$12K 0.01%
160
281
$12K 0.01%
445
282
$12K 0.01%
750
-250
283
$11K 0.01%
432
-1,300
284
$11K 0.01%
+200
285
$11K 0.01%
164
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286
$11K 0.01%
159
287
$10K 0.01%
200
288
$10K 0.01%
400
289
$10K 0.01%
230
290
$10K 0.01%
144
291
$10K 0.01%
150
292
$10K 0.01%
98
293
$10K 0.01%
570
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294
$10K 0.01%
700
295
$10K 0.01%
92
296
$8K 0.01%
739
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297
$8K 0.01%
200
298
$8K 0.01%
627
299
$8K 0.01%
450
300
$6K ﹤0.01%
100
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