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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
$196M
AUM Growth
+$237K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$611K
3
+$518K
4
BND icon
Vanguard Total Bond Market
BND
+$476K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$432K

Top Sells

1
+$2.38M
2
+$1.99M
3
+$1.05M
4
DOW icon
Dow Inc
DOW
+$698K
5
CTVA icon
Corteva
CTVA
+$428K

Sector Composition

1 Healthcare 17.83%
2 Technology 14.48%
3 Financials 7.56%
4 Consumer Discretionary 7.25%
5 Consumer Staples 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
43
377
$3K ﹤0.01%
150
378
$3K ﹤0.01%
237
379
$3K ﹤0.01%
125
380
$2K ﹤0.01%
41
381
$2K ﹤0.01%
+12
382
$2K ﹤0.01%
40
383
$2K ﹤0.01%
22
384
$2K ﹤0.01%
75
385
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100
386
$2K ﹤0.01%
25
387
$2K ﹤0.01%
48
388
$2K ﹤0.01%
108
389
$2K ﹤0.01%
150
390
$2K ﹤0.01%
100
391
$2K ﹤0.01%
50
392
$2K ﹤0.01%
76
393
$2K ﹤0.01%
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$2K ﹤0.01%
400
395
$2K ﹤0.01%
30
396
$1K ﹤0.01%
200
397
$1K ﹤0.01%
26
398
$1K ﹤0.01%
+36
399
$1K ﹤0.01%
+12
400
$1K ﹤0.01%
15
14 15
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