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
$189M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$1.17M
3 +$811K
4
GILD icon
Gilead Sciences
GILD
+$799K
5
UPS icon
United Parcel Service
UPS
+$742K

Top Sells

1 +$540K
2 +$241K
3 +$226K
4
REAL icon
The RealReal
REAL
+$222K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$203K

Sector Composition

1 Technology 18.64%
2 Healthcare 17.71%
3 Consumer Discretionary 8.58%
4 Communication Services 7.02%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$7K ﹤0.01%
104
327
$7K ﹤0.01%
2,200
328
$7K ﹤0.01%
516
329
$7K ﹤0.01%
617
+54
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$7K ﹤0.01%
200
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$7K ﹤0.01%
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332
$7K ﹤0.01%
100
333
$6K ﹤0.01%
445
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$6K ﹤0.01%
683
+19
335
$6K ﹤0.01%
500
336
$6K ﹤0.01%
200
337
$6K ﹤0.01%
484
338
$5K ﹤0.01%
+50
339
$5K ﹤0.01%
150
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$5K ﹤0.01%
400
341
$5K ﹤0.01%
320
342
$5K ﹤0.01%
+63
343
$5K ﹤0.01%
200
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$5K ﹤0.01%
1,000
345
$5K ﹤0.01%
350
346
$5K ﹤0.01%
309
+5
347
$5K ﹤0.01%
2,500
348
$4K ﹤0.01%
4,000
349
$4K ﹤0.01%
36
350
$4K ﹤0.01%
1,500