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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
326
$3K ﹤0.01%
+500
327
$3K ﹤0.01%
49
328
$3K ﹤0.01%
178
-396
329
$3K ﹤0.01%
+69
330
$3K ﹤0.01%
+128
331
$3K ﹤0.01%
+228
332
$3K ﹤0.01%
+50
333
$3K ﹤0.01%
+24
334
$3K ﹤0.01%
80
335
$2K ﹤0.01%
37
336
$2K ﹤0.01%
150
337
$2K ﹤0.01%
+476
338
$2K ﹤0.01%
40
339
$2K ﹤0.01%
9
340
$2K ﹤0.01%
+32
341
$2K ﹤0.01%
+65
342
$2K ﹤0.01%
+30
343
$2K ﹤0.01%
+27
344
$2K ﹤0.01%
120
345
$2K ﹤0.01%
66
-849
346
$2K ﹤0.01%
+18
347
$2K ﹤0.01%
+21
348
$2K ﹤0.01%
+25
349
$2K ﹤0.01%
76
350
$2K ﹤0.01%
+69
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