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
$259M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$934K
3
+$756K
4
PPL icon
PPL Corp
PPL
+$554K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$543K

Top Sells

1
+$2.4M
2
+$1.37M
3
+$1.19M
4
BA icon
Boeing
BA
+$1.06M
5
CRWD icon
CrowdStrike
CRWD
+$851K

Sector Composition

1 Technology 21.56%
2 Healthcare 15.19%
3 Consumer Discretionary 9.01%
4 Communication Services 7.82%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17K 0.01%
500
302
$17K 0.01%
1,050
-1,000
303
$17K 0.01%
100
304
$17K 0.01%
197
+3
305
$17K 0.01%
200
-200
306
$17K 0.01%
270
307
$17K 0.01%
+180
308
$17K 0.01%
500
309
$16K 0.01%
300
310
$16K 0.01%
1,200
311
$16K 0.01%
120
312
$15K 0.01%
250
313
$15K 0.01%
516
+10
314
$15K 0.01%
+250
315
$15K 0.01%
1,000
316
$15K 0.01%
200
317
$14K 0.01%
358
+5
318
$14K 0.01%
2,200
319
$14K 0.01%
1,000
320
$14K 0.01%
600
321
$13K 0.01%
4,000
322
$13K 0.01%
159
323
$13K 0.01%
125
324
$13K 0.01%
100
325
$13K 0.01%
273
+1
11 12
13
14 15