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
$259M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$934K
3
+$756K
4
PPL icon
PPL Corp
PPL
+$554K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$543K

Top Sells

1
+$2.4M
2
+$1.37M
3
+$1.19M
4
BA icon
Boeing
BA
+$1.06M
5
CRWD icon
CrowdStrike
CRWD
+$851K

Sector Composition

1 Technology 21.56%
2 Healthcare 15.19%
3 Consumer Discretionary 9.01%
4 Communication Services 7.82%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
50
+25
377
$5K ﹤0.01%
500
378
$5K ﹤0.01%
63
379
$5K ﹤0.01%
94
380
$5K ﹤0.01%
+100
381
$5K ﹤0.01%
500
382
$4K ﹤0.01%
300
383
$4K ﹤0.01%
+76
384
$4K ﹤0.01%
133
385
$4K ﹤0.01%
128
+3
386
$4K ﹤0.01%
+150
387
$4K ﹤0.01%
+205
388
$4K ﹤0.01%
+72
389
$4K ﹤0.01%
150
390
$4K ﹤0.01%
40
391
$3K ﹤0.01%
345
392
$3K ﹤0.01%
300
+50
393
$3K ﹤0.01%
+125
394
$3K ﹤0.01%
50
395
$3K ﹤0.01%
+67
396
$3K ﹤0.01%
22
397
$2K ﹤0.01%
100
398
$2K ﹤0.01%
70
-161
399
$2K ﹤0.01%
+50
400
$2K ﹤0.01%
40
14 15
16
17 18