SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $543M
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.03M
3
+$1.89M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.47M
5
CURI icon
CuriosityStream
CURI
+$1.34M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.27M
4
AAPL icon
Apple
AAPL
+$1.02M
5
AMZN icon
Amazon
AMZN
+$865K

Sector Composition

1 Technology 18.7%
2 Healthcare 15.84%
3 Consumer Discretionary 8.85%
4 Communication Services 8.66%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K ﹤0.01%
210
377
$13K ﹤0.01%
150
378
$13K ﹤0.01%
100
379
$13K ﹤0.01%
+249
380
$12K ﹤0.01%
294
381
$12K ﹤0.01%
+86
382
$12K ﹤0.01%
300
383
$12K ﹤0.01%
125
384
$12K ﹤0.01%
+1,000
385
$12K ﹤0.01%
210
386
$12K ﹤0.01%
1,000
387
$11K ﹤0.01%
33
388
$11K ﹤0.01%
+244
389
$11K ﹤0.01%
37
390
$11K ﹤0.01%
355
391
$11K ﹤0.01%
275
+1
392
$11K ﹤0.01%
311
393
$11K ﹤0.01%
1,400
394
$10K ﹤0.01%
200
395
$10K ﹤0.01%
65
396
$10K ﹤0.01%
+75
397
$10K ﹤0.01%
23
398
$10K ﹤0.01%
250
+200
399
$10K ﹤0.01%
226
400
$10K ﹤0.01%
+85
14 15
16
17 18