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
$310M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.9M
3
+$1.83M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.72M
5
CURI icon
CuriosityStream
CURI
+$1.05M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$968K
5
AMZN icon
Amazon
AMZN
+$845K

Sector Composition

1 Technology 18.7%
2 Healthcare 15.84%
3 Consumer Discretionary 8.85%
4 Communication Services 8.66%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K 0.01%
5
352
$18K 0.01%
2,500
353
$17K 0.01%
200
354
$17K 0.01%
186
355
$17K 0.01%
506
356
$16K 0.01%
500
357
$16K 0.01%
+70
358
$16K 0.01%
500
359
$16K 0.01%
+255
360
$16K 0.01%
241
+171
361
$16K 0.01%
234
362
$16K 0.01%
+262
363
$16K 0.01%
+478
364
$16K 0.01%
+1,000
365
$16K 0.01%
+54
366
$15K ﹤0.01%
175
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367
$15K ﹤0.01%
+750
368
$15K ﹤0.01%
1,200
369
$15K ﹤0.01%
159
370
$14K ﹤0.01%
6
371
$14K ﹤0.01%
90
372
$14K ﹤0.01%
198
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373
$14K ﹤0.01%
+311
374
$13K ﹤0.01%
4,000
375
$13K ﹤0.01%
105
+29
13 14
15
16 17