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
$241M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.65M
3
+$1.64M
4
PINS icon
Pinterest
PINS
+$1.24M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$1.07M

Top Sells

1
+$1.85M
2
+$1.45M
3
+$697K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$420K

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%
1,331
+777
332
$11K ﹤0.01%
+414
333
$11K ﹤0.01%
226
+200
334
$11K ﹤0.01%
353
+5
335
$11K ﹤0.01%
2,200
336
$11K ﹤0.01%
3,150
337
$11K ﹤0.01%
200
338
$11K ﹤0.01%
+361
339
$11K ﹤0.01%
506
340
$10K ﹤0.01%
451
-166
341
$10K ﹤0.01%
1,000
342
$10K ﹤0.01%
416
-232
343
$10K ﹤0.01%
294
344
$10K ﹤0.01%
442
345
$10K ﹤0.01%
728
+50
346
$9K ﹤0.01%
125
347
$9K ﹤0.01%
234
+134
348
$9K ﹤0.01%
200
349
$9K ﹤0.01%
750
350
$8K ﹤0.01%
104
12 13
14
15 16