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
$353M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.11M
3
+$2.23M
4
KMI icon
Kinder Morgan
KMI
+$1.72M
5
META icon
Meta Platforms (Facebook)
META
+$1.4M

Top Sells

1
+$1.21M
2
+$1.04M
3
+$430K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$392K
5
COST icon
Costco
COST
+$324K

Sector Composition

1 Technology 19.54%
2 Healthcare 15.98%
3 Financials 8.75%
4 Consumer Discretionary 8.44%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K 0.01%
+69
352
$21K 0.01%
100
353
$20K 0.01%
722
354
$20K 0.01%
320
355
$20K 0.01%
1,300
356
$19K 0.01%
410
+200
357
$19K 0.01%
836
+346
358
$19K 0.01%
+65
359
$19K 0.01%
1,000
360
$19K 0.01%
186
361
$18K 0.01%
240
362
$18K 0.01%
550
363
$18K 0.01%
723
+18
364
$18K 0.01%
1,750
365
$18K 0.01%
134
366
$18K 0.01%
4,200
+2,200
367
$18K 0.01%
348
+73
368
$17K ﹤0.01%
359
+4
369
$17K ﹤0.01%
262
370
$17K ﹤0.01%
150
371
$17K ﹤0.01%
630
372
$17K ﹤0.01%
1,200
373
$17K ﹤0.01%
850
374
$17K ﹤0.01%
140
375
$17K ﹤0.01%
2,000
13 14
15
16 17