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
$259M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$934K
3
+$756K
4
PPL icon
PPL Corp
PPL
+$554K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$543K

Top Sells

1
+$2.4M
2
+$1.37M
3
+$1.19M
4
BA icon
Boeing
BA
+$1.06M
5
CRWD icon
CrowdStrike
CRWD
+$851K

Sector Composition

1 Technology 21.56%
2 Healthcare 15.19%
3 Consumer Discretionary 9.01%
4 Communication Services 7.82%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13K 0.01%
517
+66
327
$13K 0.01%
361
328
$12K ﹤0.01%
400
-339
329
$12K ﹤0.01%
100
330
$12K ﹤0.01%
414
331
$12K ﹤0.01%
90
332
$12K ﹤0.01%
442
333
$12K ﹤0.01%
192
+4
334
$12K ﹤0.01%
506
335
$11K ﹤0.01%
134
336
$11K ﹤0.01%
500
337
$11K ﹤0.01%
226
338
$11K ﹤0.01%
728
339
$10K ﹤0.01%
6
-12
340
$10K ﹤0.01%
150
341
$10K ﹤0.01%
1,000
342
$10K ﹤0.01%
294
343
$9K ﹤0.01%
355
344
$9K ﹤0.01%
+1
345
$9K ﹤0.01%
+160
346
$9K ﹤0.01%
234
347
$9K ﹤0.01%
320
348
$9K ﹤0.01%
37
-266
349
$9K ﹤0.01%
210
+2
350
$9K ﹤0.01%
1,000
12 13
14
15 16