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
301
$33K 0.01%
350
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302
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582
303
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720
304
$32K 0.01%
301
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306
$31K 0.01%
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-7,400
307
$31K 0.01%
500
308
$31K 0.01%
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309
$31K 0.01%
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310
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501
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311
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500
312
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313
$30K 0.01%
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318
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$30K 0.01%
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$29K 0.01%
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$29K 0.01%
126
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323
$29K 0.01%
500
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$28K 0.01%
81
325
$28K 0.01%
212
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