SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $543M
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.03M
3
+$1.89M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.47M
5
CURI icon
CuriosityStream
CURI
+$1.34M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.27M
4
AAPL icon
Apple
AAPL
+$1.02M
5
AMZN icon
Amazon
AMZN
+$865K

Sector Composition

1 Technology 18.7%
2 Healthcare 15.84%
3 Consumer Discretionary 8.85%
4 Communication Services 8.66%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$21K 0.01%
526
327
$21K 0.01%
46
+12
328
$21K 0.01%
199
+65
329
$20K 0.01%
1,500
330
$20K 0.01%
225
331
$20K 0.01%
400
332
$20K 0.01%
361
333
$19K 0.01%
201
+2
334
$19K 0.01%
210
+107
335
$19K 0.01%
411
+245
336
$19K 0.01%
+71
337
$19K 0.01%
365
+4
338
$19K 0.01%
+240
339
$19K 0.01%
223
+160
340
$19K 0.01%
+2,000
341
$19K 0.01%
760
+560
342
$19K 0.01%
+500
343
$18K 0.01%
200
344
$18K 0.01%
320
345
$18K 0.01%
300
346
$18K 0.01%
150
347
$18K 0.01%
211
348
$18K 0.01%
+850
349
$18K 0.01%
1,000
350
– –
0
12 13
14
15 16