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
$196M
AUM Growth
+$237K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$600K
3
+$518K
4
BND icon
Vanguard Total Bond Market
BND
+$479K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$445K

Top Sells

1
+$2.56M
2
+$1.99M
3
+$1.05M
4
DOW icon
Dow Inc
DOW
+$708K
5
CTVA icon
Corteva
CTVA
+$414K

Sector Composition

1 Healthcare 17.83%
2 Technology 14.48%
3 Financials 7.56%
4 Consumer Discretionary 7.25%
5 Consumer Staples 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
653
-187
352
$8K ﹤0.01%
302
+2
353
$8K ﹤0.01%
116
354
$7K ﹤0.01%
400
-200
355
$7K ﹤0.01%
115
356
$7K ﹤0.01%
450
357
$7K ﹤0.01%
1,000
358
$6K ﹤0.01%
+4,000
359
$6K ﹤0.01%
36
360
$6K ﹤0.01%
300
361
$6K ﹤0.01%
100
362
$6K ﹤0.01%
186
+2
363
$6K ﹤0.01%
200
364
$6K ﹤0.01%
800
365
$6K ﹤0.01%
333
366
$5K ﹤0.01%
144
367
$5K ﹤0.01%
+200
368
$5K ﹤0.01%
2,500
369
$5K ﹤0.01%
500
370
$4K ﹤0.01%
100
371
$4K ﹤0.01%
+13
372
$4K ﹤0.01%
133
373
$4K ﹤0.01%
4,550
374
$3K ﹤0.01%
1,500
375
$3K ﹤0.01%
237
13 14
15
16 17