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SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $552M
1-Year Est. Return 26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.53M
3
+$1.44M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$946K
5
GLD icon
SPDR Gold Trust
GLD
+$802K

Top Sells

1
+$2.09M
2
+$1.21M
3
+$1.15M
4
AMZN icon
Amazon
AMZN
+$1.09M
5
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$851K

Sector Composition

1 Technology 21.57%
2 Healthcare 15.52%
3 Consumer Discretionary 8.78%
4 Communication Services 8%
5 Financials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
355
352
$11K ﹤0.01%
100
353
$11K ﹤0.01%
294
354
$11K ﹤0.01%
750
355
$10K ﹤0.01%
+125
356
$10K ﹤0.01%
+65
357
$10K ﹤0.01%
+350
358
$10K ﹤0.01%
160
359
$10K ﹤0.01%
311
+1
360
$10K ﹤0.01%
+340
361
$10K ﹤0.01%
+453
362
$10K ﹤0.01%
+200
363
$10K ﹤0.01%
+103
364
$10K ﹤0.01%
36
365
$10K ﹤0.01%
226
366
$10K ﹤0.01%
210
+200
367
$10K ﹤0.01%
1,000
368
$10K ﹤0.01%
+188
369
$10K ﹤0.01%
+700
370
$10K ﹤0.01%
+1,400
371
$9K ﹤0.01%
+76
372
$9K ﹤0.01%
350
373
$9K ﹤0.01%
+100
374
$9K ﹤0.01%
37
375
$8K ﹤0.01%
+18
13 14
15
16 17