SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $543M
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.06M
3
+$1.42M
4
KMI icon
Kinder Morgan
KMI
+$1.18M
5
ESTC icon
Elastic
ESTC
+$1.14M

Top Sells

1
+$2.47M
2
+$2.41M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$812K
5
ANSS
Ansys
ANSS
+$791K

Sector Composition

1 Technology 21.31%
2 Healthcare 14.85%
3 Financials 9.36%
4 Consumer Discretionary 7.99%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$38K 0.01%
435
277
$38K 0.01%
440
278
$38K 0.01%
290
279
$37K 0.01%
902
+9
280
$37K 0.01%
106
281
$37K 0.01%
330
282
$36K 0.01%
444
283
$36K 0.01%
200
284
$36K 0.01%
124
285
$36K 0.01%
268
-169
286
$36K 0.01%
442
287
$36K 0.01%
3,869
+32
288
$36K 0.01%
200
289
$35K 0.01%
300
290
$35K 0.01%
1,350
+1,200
291
$35K 0.01%
1,500
292
$35K 0.01%
80
293
$35K 0.01%
439
294
$34K 0.01%
+1,950
295
$34K 0.01%
308
296
$34K 0.01%
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297
$34K 0.01%
766
298
$34K 0.01%
200
299
$33K 0.01%
830
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300
$33K 0.01%
350
+300
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