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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
$241M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.91M
3
+$1.59M
4
GS icon
Goldman Sachs
GS
+$1.57M
5
PINS icon
Pinterest
PINS
+$1.09M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$704K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$356K

Sector Composition

1 Technology 20.67%
2 Healthcare 16.02%
3 Consumer Discretionary 8.65%
4 Communication Services 7.15%
5 Financials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
32
+7
377
$5K ﹤0.01%
36
378
$5K ﹤0.01%
400
379
$5K ﹤0.01%
547
-136
380
$4K ﹤0.01%
133
381
$4K ﹤0.01%
+50
382
$4K ﹤0.01%
200
383
$4K ﹤0.01%
40
384
$4K ﹤0.01%
500
385
$4K ﹤0.01%
125
+2
386
$4K ﹤0.01%
94
387
$3K ﹤0.01%
300
388
$3K ﹤0.01%
800
389
$2K ﹤0.01%
100
390
$2K ﹤0.01%
+25
391
$2K ﹤0.01%
5,500
+500
392
$2K ﹤0.01%
43
393
$2K ﹤0.01%
22
394
$2K ﹤0.01%
50
395
$2K ﹤0.01%
48
396
$1K ﹤0.01%
9
397
$1K ﹤0.01%
250
398
$1K ﹤0.01%
125
399
$1K ﹤0.01%
30
400
$1K ﹤0.01%
150
14 15
16
17 18