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
$241M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.65M
3
+$1.64M
4
PINS icon
Pinterest
PINS
+$1.24M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$1.07M

Top Sells

1
+$1.85M
2
+$1.45M
3
+$697K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$420K

Sector Composition

1 Technology 20.67%
2 Healthcare 16.02%
3 Consumer Discretionary 8.65%
4 Communication Services 7.15%
5 Financials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
+1,000
352
$8K ﹤0.01%
320
353
$8K ﹤0.01%
208
354
$8K ﹤0.01%
+355
355
$8K ﹤0.01%
350
356
$8K ﹤0.01%
100
357
$8K ﹤0.01%
+134
358
$8K ﹤0.01%
2,500
359
$7K ﹤0.01%
4,000
360
$7K ﹤0.01%
231
+81
361
$7K ﹤0.01%
500
362
$7K ﹤0.01%
516
363
$7K ﹤0.01%
150
364
$6K ﹤0.01%
+500
365
$6K ﹤0.01%
1,500
366
$6K ﹤0.01%
445
367
$6K ﹤0.01%
135
368
$6K ﹤0.01%
160
369
$6K ﹤0.01%
309
370
$6K ﹤0.01%
484
371
$5K ﹤0.01%
500
372
$5K ﹤0.01%
+500
373
$5K ﹤0.01%
32
+7
374
$5K ﹤0.01%
36
375
$5K ﹤0.01%
400
13 14
15
16 17