SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $543M
1-Year Est. Return 23.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.91M
3
+$1.59M
4
GS icon
Goldman Sachs
GS
+$1.57M
5
PINS icon
Pinterest
PINS
+$1.09M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$704K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$356K

Sector Composition

1 Technology 20.67%
2 Healthcare 16.02%
3 Consumer Discretionary 8.65%
4 Communication Services 7.15%
5 Financials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K 0.01%
150
327
$12K 0.01%
1,000
328
$12K 0.01%
188
+3
329
$11K ﹤0.01%
159
330
$11K ﹤0.01%
300
331
$11K ﹤0.01%
+414
332
$11K ﹤0.01%
226
+200
333
$11K ﹤0.01%
353
+5
334
$11K ﹤0.01%
2,200
335
$11K ﹤0.01%
3,150
336
$11K ﹤0.01%
200
337
$11K ﹤0.01%
+361
338
$11K ﹤0.01%
506
339
$10K ﹤0.01%
294
340
$10K ﹤0.01%
442
341
$10K ﹤0.01%
728
+50
342
$10K ﹤0.01%
451
-166
343
$10K ﹤0.01%
1,000
344
$10K ﹤0.01%
416
-232
345
$9K ﹤0.01%
125
346
$9K ﹤0.01%
234
+134
347
$9K ﹤0.01%
200
348
$9K ﹤0.01%
750
349
$8K ﹤0.01%
104
350
$8K ﹤0.01%
+1,000
12 13
14
15 16