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SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $552M
1-Year Est. Return 26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.39M
3
+$1.27M
4
NKE icon
Nike
NKE
+$1.26M
5
BNY
Bank of New York Mellon
BNY
+$1.16M

Top Sells

1
+$1.59M
2
+$1.52M
3
+$1.4M
4
NUVA
NuVasive, Inc.
NUVA
+$560K
5
ALGN icon
Align Technology
ALGN
+$222K

Sector Composition

1 Healthcare 17.16%
2 Technology 12.08%
3 Financials 9.36%
4 Communication Services 7.27%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
11
352
$1K ﹤0.01%
150
353
$1K ﹤0.01%
100
354
$1K ﹤0.01%
112
355
$1K ﹤0.01%
100
356
$1K ﹤0.01%
+10
357
$1K ﹤0.01%
200
358
– –
-111
359
– –
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360
– –
-500
361
– –
0
362
– –
-3,214
363
$0 ﹤0.01%
+1
364
– –
-300
365
– –
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366
$0 ﹤0.01%
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367
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368
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369
$0 ﹤0.01%
40
370
– –
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371
– –
-200
372
– –
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373
– –
-1,500
374
$0 ﹤0.01%
14
375
– –
-7,500
12 13 14
15
16