SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $514M
1-Year Est. Return 24.32%
This Quarter Est. Return
1 Year Est. Return
+24.32%
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
+$2.22M
2
+$1.65M
3
+$1.64M
4
PINS icon
Pinterest
PINS
+$1.24M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$1.07M

Top Sells

1
+$1.85M
2
+$1.45M
3
+$697K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$420K

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%
638
377
$5K ﹤0.01%
547
-136
378
$5K ﹤0.01%
63
379
$5K ﹤0.01%
+300
380
$5K ﹤0.01%
150
381
$4K ﹤0.01%
+50
382
$4K ﹤0.01%
200
383
$4K ﹤0.01%
133
384
$4K ﹤0.01%
125
+2
385
$4K ﹤0.01%
94
386
$4K ﹤0.01%
40
387
$4K ﹤0.01%
500
388
$3K ﹤0.01%
300
389
$3K ﹤0.01%
800
390
$2K ﹤0.01%
100
391
$2K ﹤0.01%
50
392
$2K ﹤0.01%
+25
393
$2K ﹤0.01%
5,500
+500
394
$2K ﹤0.01%
43
395
$2K ﹤0.01%
22
396
$2K ﹤0.01%
48
397
$1K ﹤0.01%
9
398
$1K ﹤0.01%
250
399
$1K ﹤0.01%
125
400
$1K ﹤0.01%
30
14 15
16
17 18