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
$310M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.9M
3
+$1.83M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.72M
5
CURI icon
CuriosityStream
CURI
+$1.05M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$968K
5
AMZN icon
Amazon
AMZN
+$845K

Sector Composition

1 Technology 18.7%
2 Healthcare 15.84%
3 Consumer Discretionary 8.85%
4 Communication Services 8.66%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$26K 0.01%
75
302
$26K 0.01%
200
303
$25K 0.01%
+124
304
$25K 0.01%
1,000
305
$25K 0.01%
+600
306
$25K 0.01%
1,092
307
$25K 0.01%
+625
308
$25K 0.01%
200
309
$25K 0.01%
500
310
$24K 0.01%
285
-344
311
$24K 0.01%
833
312
$24K 0.01%
1,280
313
$24K 0.01%
312
+212
314
$23K 0.01%
2,200
315
$23K 0.01%
+1,000
316
$23K 0.01%
1,300
317
$23K 0.01%
249
-2,053
318
$23K 0.01%
948
319
$22K 0.01%
200
320
$22K 0.01%
220
321
$22K 0.01%
+222
322
$22K 0.01%
300
323
$22K 0.01%
625
-325
324
$22K 0.01%
500
325
$21K 0.01%
100
11 12
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