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
$310M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.9M
3
+$1.83M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.72M
5
CURI icon
CuriosityStream
CURI
+$1.05M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$968K
5
AMZN icon
Amazon
AMZN
+$845K

Sector Composition

1 Technology 18.7%
2 Healthcare 15.84%
3 Consumer Discretionary 8.85%
4 Communication Services 8.66%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31K 0.01%
800
277
$31K 0.01%
100
278
$30K 0.01%
380
-1,120
279
$30K 0.01%
81
+45
280
$30K 0.01%
400
281
$30K 0.01%
1,720
282
$30K 0.01%
720
283
$30K 0.01%
415
284
$29K 0.01%
1,000
285
$29K 0.01%
+455
286
$28K 0.01%
125
-125
287
$28K 0.01%
1,414
288
$28K 0.01%
814
+7
289
$28K 0.01%
823
290
$28K 0.01%
3,771
+26
291
$28K 0.01%
1,200
292
$28K 0.01%
137
293
$27K 0.01%
+250
294
$27K 0.01%
400
-325
295
$27K 0.01%
500
296
$27K 0.01%
582
297
$27K 0.01%
500
298
$26K 0.01%
+890
299
$26K 0.01%
125
300
$26K 0.01%
400
10 11
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