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
$355M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.06M
3
+$1.42M
4
KMI icon
Kinder Morgan
KMI
+$1.18M
5
ESTC icon
Elastic
ESTC
+$1.14M

Top Sells

1
+$2.47M
2
+$2.41M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$812K
5
ANSS
Ansys
ANSS
+$791K

Sector Composition

1 Technology 21.31%
2 Healthcare 14.85%
3 Financials 9.36%
4 Consumer Discretionary 7.99%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$27K 0.01%
+1,300
327
$27K 0.01%
97
328
$27K 0.01%
+900
329
$27K 0.01%
300
330
$26K 0.01%
1,250
331
$26K 0.01%
2,500
332
$25K 0.01%
120
333
$25K 0.01%
890
334
$25K 0.01%
400
335
$25K 0.01%
222
336
$25K 0.01%
320
337
$25K 0.01%
1,092
338
$24K 0.01%
60
-2,059
339
$24K 0.01%
100
340
$24K 0.01%
1,500
341
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342
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225
343
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344
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345
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220
346
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140
348
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500
349
$22K 0.01%
+1,100
350
$22K 0.01%
280
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