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
$195M
AUM Growth
-$829K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$8.51M
2 +$1.4M
3 +$1.13M
4
DOW icon
Dow Inc
DOW
+$893K
5
BND icon
Vanguard Total Bond Market
BND
+$886K

Top Sells

1 +$3.1M
2 +$1.39M
3 +$763K
4
QVCGA
QVC Group Inc Series A
QVCGA
+$714K
5
TFX icon
Teleflex
TFX
+$572K

Sector Composition

1 Healthcare 17.87%
2 Technology 13.99%
3 Consumer Discretionary 7.58%
4 Financials 7.52%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$14K 0.01%
81
327
$13K 0.01%
808
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$12K 0.01%
159
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$12K 0.01%
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$12K 0.01%
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332
$12K 0.01%
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335
$11K 0.01%
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336
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177
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$11K 0.01%
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$10K 0.01%
600
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$9K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
206