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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
$190M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$831K
3
+$468K
4
SPOT icon
Spotify
SPOT
+$318K
5
HON icon
Honeywell
HON
+$298K

Top Sells

1
+$779K
2
+$610K
3
+$526K
4
AMZN icon
Amazon
AMZN
+$487K
5
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$299K

Sector Composition

1 Healthcare 14.47%
2 Technology 13.48%
3 Financials 9.23%
4 Consumer Discretionary 7.37%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K 0.01%
412
327
$14K 0.01%
+181
328
$14K 0.01%
300
329
$14K 0.01%
2,200
330
$14K 0.01%
132
331
$14K 0.01%
104
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332
$13K 0.01%
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333
$13K 0.01%
750
334
$13K 0.01%
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335
$12K 0.01%
159
336
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337
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338
$12K 0.01%
160
339
$12K 0.01%
445
340
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341
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$12K 0.01%
106
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343
$11K 0.01%
171
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344
$11K 0.01%
298
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345
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200
346
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347
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348
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349
$11K 0.01%
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350
$11K 0.01%
67
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