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

Top Buys

1
+$2.4M
2
+$1.16M
3
+$824K
4
ZM icon
Zoom
ZM
+$790K
5
CVX icon
Chevron
CVX
+$757K

Top Sells

1
+$786K
2
+$269K
3
+$248K
4
KBWD icon
Invesco KBW High Dividend Yield Financial ETF
KBWD
+$241K
5
GSBD icon
Goldman Sachs BDC
GSBD
+$230K

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%
200
327
$7K ﹤0.01%
160
328
$7K ﹤0.01%
100
329
$7K ﹤0.01%
104
330
$7K ﹤0.01%
2,200
331
$7K ﹤0.01%
516
332
$7K ﹤0.01%
617
+54
333
$6K ﹤0.01%
445
334
$6K ﹤0.01%
200
335
$6K ﹤0.01%
484
336
$6K ﹤0.01%
683
+19
337
$6K ﹤0.01%
500
338
$5K ﹤0.01%
+50
339
$5K ﹤0.01%
150
340
$5K ﹤0.01%
200
341
$5K ﹤0.01%
350
342
$5K ﹤0.01%
309
+5
343
$5K ﹤0.01%
1,000
344
$5K ﹤0.01%
400
345
$5K ﹤0.01%
320
346
$5K ﹤0.01%
+63
347
$5K ﹤0.01%
2,500
348
$4K ﹤0.01%
4,000
349
$4K ﹤0.01%
36
350
$4K ﹤0.01%
1,500
12 13
14
15 16