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
$310M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.9M
3
+$1.83M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.72M
5
CURI icon
CuriosityStream
CURI
+$1.05M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$968K
5
AMZN icon
Amazon
AMZN
+$845K

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%
90
328
$21K 0.01%
46
+12
329
$21K 0.01%
199
+65
330
$20K 0.01%
1,500
331
$20K 0.01%
225
332
$20K 0.01%
400
333
$20K 0.01%
361
334
$19K 0.01%
201
+2
335
$19K 0.01%
+850
336
$19K 0.01%
210
+107
337
$19K 0.01%
411
+245
338
$19K 0.01%
365
+4
339
$19K 0.01%
+240
340
$19K 0.01%
223
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341
$19K 0.01%
+2,000
342
$19K 0.01%
380
+280
343
$19K 0.01%
+500
344
$18K 0.01%
200
345
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320
346
$18K 0.01%
300
347
$18K 0.01%
150
348
$18K 0.01%
211
349
$18K 0.01%
+850
350
$18K 0.01%
1,000
12 13
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