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
$259M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$934K
3
+$756K
4
PPL icon
PPL Corp
PPL
+$554K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$543K

Top Sells

1
+$2.4M
2
+$1.37M
3
+$1.19M
4
BA icon
Boeing
BA
+$1.06M
5
CRWD icon
CrowdStrike
CRWD
+$851K

Sector Composition

1 Technology 21.56%
2 Healthcare 15.19%
3 Consumer Discretionary 9.01%
4 Communication Services 7.82%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K ﹤0.01%
310
+1
352
$9K ﹤0.01%
100
353
$9K ﹤0.01%
750
354
$8K ﹤0.01%
36
355
$8K ﹤0.01%
516
356
$8K ﹤0.01%
3,150
357
$8K ﹤0.01%
833
358
$7K ﹤0.01%
+350
359
$7K ﹤0.01%
400
360
$7K ﹤0.01%
445
361
$7K ﹤0.01%
500
362
$7K ﹤0.01%
135
363
$7K ﹤0.01%
350
364
$6K ﹤0.01%
500
365
$6K ﹤0.01%
1,000
-1,500
366
$6K ﹤0.01%
560
+13
367
$6K ﹤0.01%
160
368
$6K ﹤0.01%
273
-143
369
$6K ﹤0.01%
2,500
370
$6K ﹤0.01%
484
371
$5K ﹤0.01%
380
+300
372
$5K ﹤0.01%
32
373
$5K ﹤0.01%
50
374
$5K ﹤0.01%
1,500
375
$5K ﹤0.01%
638
13 14
15
16 17