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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
$190M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$831K
3
+$468K
4
SPOT icon
Spotify
SPOT
+$318K
5
HON icon
Honeywell
HON
+$298K

Top Sells

1
+$779K
2
+$610K
3
+$526K
4
AMZN icon
Amazon
AMZN
+$487K
5
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$299K

Sector Composition

1 Healthcare 14.47%
2 Technology 13.48%
3 Financials 9.23%
4 Consumer Discretionary 7.37%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
80
377
$5K ﹤0.01%
558
-500
378
$5K ﹤0.01%
450
379
$5K ﹤0.01%
149
380
$4K ﹤0.01%
1,000
381
$4K ﹤0.01%
+50
382
$3K ﹤0.01%
3,550
383
$3K ﹤0.01%
75
384
$3K ﹤0.01%
150
385
$3K ﹤0.01%
100
386
$3K ﹤0.01%
144
387
$3K ﹤0.01%
150
388
$3K ﹤0.01%
80
389
$3K ﹤0.01%
80
+52
390
$3K ﹤0.01%
228
391
$3K ﹤0.01%
25
392
$3K ﹤0.01%
85
393
$3K ﹤0.01%
62
394
$3K ﹤0.01%
250
395
$3K ﹤0.01%
80
396
$2K ﹤0.01%
+50
397
$2K ﹤0.01%
1,000
-1,500
398
$2K ﹤0.01%
165
399
$2K ﹤0.01%
+22
400
$2K ﹤0.01%
100
14 15
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