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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
$189M
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.16M
3
+$824K
4
ZM icon
Zoom
ZM
+$790K
5
CVX icon
Chevron
CVX
+$757K

Top Sells

1
+$786K
2
+$269K
3
+$248K
4
KBWD icon
Invesco KBW High Dividend Yield Financial ETF
KBWD
+$241K
5
GSBD icon
Goldman Sachs BDC
GSBD
+$230K

Sector Composition

1 Technology 18.64%
2 Healthcare 17.71%
3 Consumer Discretionary 8.58%
4 Communication Services 7.02%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
+30
377
$1K ﹤0.01%
40
378
$1K ﹤0.01%
150
379
$1K ﹤0.01%
30
380
– –
-3,000
381
$0 ﹤0.01%
+345
382
– –
-99
383
– –
-1,000
384
– –
-1,449
385
– –
-5,200
386
$0 ﹤0.01%
+6
387
$0 ﹤0.01%
+5
388
– –
-5,000
389
$0 ﹤0.01%
4
390
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0
391
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-500
392
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-188
393
$0 ﹤0.01%
1
394
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5
395
$0 ﹤0.01%
+7
396
– –
0
397
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100
398
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399
– –
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400
$0 ﹤0.01%
3
14 15
16
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