SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $543M
1-Year Est. Return 23.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.16%
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
+$2.23M
2
+$1.91M
3
+$1.59M
4
GS icon
Goldman Sachs
GS
+$1.57M
5
PINS icon
Pinterest
PINS
+$1.09M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$704K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$356K

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%
320
352
$8K ﹤0.01%
208
353
$8K ﹤0.01%
+355
354
$8K ﹤0.01%
350
355
$8K ﹤0.01%
100
356
$8K ﹤0.01%
+134
357
$8K ﹤0.01%
2,500
358
$7K ﹤0.01%
4,000
359
$7K ﹤0.01%
231
+81
360
$7K ﹤0.01%
500
361
$7K ﹤0.01%
516
362
$7K ﹤0.01%
150
363
$6K ﹤0.01%
+500
364
$6K ﹤0.01%
1,500
365
$6K ﹤0.01%
445
366
$6K ﹤0.01%
135
367
$6K ﹤0.01%
160
368
$6K ﹤0.01%
309
369
$6K ﹤0.01%
484
370
$5K ﹤0.01%
+500
371
$5K ﹤0.01%
32
+7
372
$5K ﹤0.01%
36
373
$5K ﹤0.01%
400
374
$5K ﹤0.01%
670
375
$5K ﹤0.01%
547
-136
13 14
15
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