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
$241M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.65M
3
+$1.64M
4
PINS icon
Pinterest
PINS
+$1.24M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$1.07M

Top Sells

1
+$1.85M
2
+$1.45M
3
+$697K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$420K

Sector Composition

1 Technology 20.67%
2 Healthcare 16.02%
3 Consumer Discretionary 8.65%
4 Communication Services 7.15%
5 Financials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$18K 0.01%
200
302
$18K 0.01%
750
+100
303
$18K 0.01%
400
304
$18K 0.01%
+211
305
$18K 0.01%
833
306
$18K 0.01%
200
307
$18K 0.01%
1,200
308
$17K 0.01%
500
309
$16K 0.01%
2,500
310
$16K 0.01%
100
311
$16K 0.01%
270
312
$16K 0.01%
+186
313
$15K 0.01%
+506
314
$15K 0.01%
194
+2
315
$15K 0.01%
75
316
$14K 0.01%
148
317
$14K 0.01%
250
318
$14K 0.01%
334
319
$14K 0.01%
300
320
$14K 0.01%
+600
321
$13K 0.01%
100
+50
322
$13K 0.01%
100
323
$13K 0.01%
272
+2
324
$13K 0.01%
1,000
325
$12K 0.01%
90
11 12
13
14 15