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
$241M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.65M
3
+$1.64M
4
PINS icon
Pinterest
PINS
+$1.24M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$1.07M

Top Sells

1
+$1.85M
2
+$1.45M
3
+$697K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$420K

Sector Composition

1 Technology 20.67%
2 Healthcare 16.02%
3 Consumer Discretionary 8.65%
4 Communication Services 7.15%
5 Financials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$23K 0.01%
125
277
$23K 0.01%
1,092
278
$23K 0.01%
1,500
279
$22K 0.01%
582
280
$22K 0.01%
720
281
$22K 0.01%
415
282
$21K 0.01%
1,280
283
$21K 0.01%
128
284
$21K 0.01%
+1,764
285
$21K 0.01%
400
286
$21K 0.01%
500
287
$21K 0.01%
3,686
+31
288
$21K 0.01%
500
289
$21K 0.01%
778
+400
290
$20K 0.01%
750
291
$20K 0.01%
1,014
+7
292
$20K 0.01%
308
293
$20K 0.01%
400
294
$20K 0.01%
100
295
$20K 0.01%
948
296
$20K 0.01%
120
297
$19K 0.01%
739
+1
298
$19K 0.01%
728
+28
299
$19K 0.01%
182
300
$19K 0.01%
631
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