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
$150M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.38M
3
+$1.31M
4
BK icon
Bank of New York Mellon
BK
+$1.24M
5
PAYX icon
Paychex
PAYX
+$1.23M

Top Sells

1
+$1.74M
2
+$1.57M
3
+$1.4M
4
NUVA
NuVasive, Inc.
NUVA
+$560K
5
ALGN icon
Align Technology
ALGN
+$246K

Sector Composition

1 Healthcare 17.16%
2 Technology 12.08%
3 Financials 9.37%
4 Communication Services 7.27%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+476
352
$1K ﹤0.01%
200
353
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11
354
$1K ﹤0.01%
150
355
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112
356
$1K ﹤0.01%
100
357
$1K ﹤0.01%
100
358
$1K ﹤0.01%
+10
359
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361
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$0 ﹤0.01%
40
371
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-48,066
372
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373
$0 ﹤0.01%
14
374
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0
375
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12 13 14
15
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