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
$355M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.99M
3
+$1.23M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
ESTC icon
Elastic
ESTC
+$927K

Top Sells

1
+$2.47M
2
+$2.41M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$912K
5
ANSS
Ansys
ANSS
+$824K

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
$38K 0.01%
3,476
+2,976
280
$37K 0.01%
902
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281
$37K 0.01%
106
282
$37K 0.01%
330
283
$36K 0.01%
3,869
+32
284
$36K 0.01%
200
285
$36K 0.01%
444
286
$36K 0.01%
200
287
$36K 0.01%
124
288
$36K 0.01%
268
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289
$36K 0.01%
442
290
$35K 0.01%
300
291
$35K 0.01%
1,350
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292
$35K 0.01%
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293
$35K 0.01%
80
294
$35K 0.01%
439
295
$34K 0.01%
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296
$34K 0.01%
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297
$34K 0.01%
200
298
$34K 0.01%
+1,950
299
$34K 0.01%
308
300
$33K 0.01%
830
+5
10 11
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