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
$259M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$934K
3
+$756K
4
PPL icon
PPL Corp
PPL
+$554K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$543K

Top Sells

1
+$2.4M
2
+$1.37M
3
+$1.19M
4
BA icon
Boeing
BA
+$1.06M
5
CRWD icon
CrowdStrike
CRWD
+$851K

Sector Composition

1 Technology 21.56%
2 Healthcare 15.19%
3 Consumer Discretionary 9.01%
4 Communication Services 7.82%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$23K 0.01%
900
277
$22K 0.01%
100
278
$22K 0.01%
1,280
279
$22K 0.01%
400
280
$22K 0.01%
775
+47
281
$22K 0.01%
500
282
$22K 0.01%
80
-70
283
$21K 0.01%
+380
284
$21K 0.01%
1,020
+6
285
$21K 0.01%
308
286
$21K 0.01%
200
+52
287
$20K 0.01%
200
288
$20K 0.01%
400
289
$20K 0.01%
+1,300
290
$20K 0.01%
182
291
$20K 0.01%
259
-4,078
292
$20K 0.01%
948
293
$20K 0.01%
200
294
$20K 0.01%
3,719
+33
295
$19K 0.01%
75
-75
296
$18K 0.01%
200
297
$18K 0.01%
750
298
$18K 0.01%
75
299
$18K 0.01%
211
300
$18K 0.01%
186
10 11
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