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SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $552M
1-Year Est. Return 26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.39M
3
+$1.27M
4
NKE icon
Nike
NKE
+$1.26M
5
BNY
Bank of New York Mellon
BNY
+$1.16M

Top Sells

1
+$1.59M
2
+$1.52M
3
+$1.4M
4
NUVA
NuVasive, Inc.
NUVA
+$560K
5
ALGN icon
Align Technology
ALGN
+$222K

Sector Composition

1 Healthcare 17.16%
2 Technology 12.08%
3 Financials 9.36%
4 Communication Services 7.27%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6K ﹤0.01%
+30
302
$6K ﹤0.01%
+2,800
303
$6K ﹤0.01%
200
304
$6K ﹤0.01%
200
305
$6K ﹤0.01%
100
306
$5K ﹤0.01%
+42
307
$5K ﹤0.01%
+136
308
$5K ﹤0.01%
95
-1,705
309
$5K ﹤0.01%
120
310
$5K ﹤0.01%
+150
311
$5K ﹤0.01%
200
312
$5K ﹤0.01%
+100
313
$5K ﹤0.01%
+40
314
$5K ﹤0.01%
+79
315
$5K ﹤0.01%
80
316
$5K ﹤0.01%
+182
317
$5K ﹤0.01%
2,500
318
$5K ﹤0.01%
+149
319
$5K ﹤0.01%
149
320
$4K ﹤0.01%
+118
321
$4K ﹤0.01%
40
322
$4K ﹤0.01%
+33
323
$4K ﹤0.01%
+138
324
$4K ﹤0.01%
62
325
$3K ﹤0.01%
108
+54
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