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
$310M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.9M
3
+$1.83M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.72M
5
CURI icon
CuriosityStream
CURI
+$1.05M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$968K
5
AMZN icon
Amazon
AMZN
+$845K

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%
274
377
$13K ﹤0.01%
210
378
$13K ﹤0.01%
150
379
$13K ﹤0.01%
100
380
$13K ﹤0.01%
+249
381
$12K ﹤0.01%
294
382
$12K ﹤0.01%
+86
383
$12K ﹤0.01%
300
384
$12K ﹤0.01%
125
385
$12K ﹤0.01%
+1,000
386
$12K ﹤0.01%
210
387
$12K ﹤0.01%
1,000
388
$11K ﹤0.01%
33
389
$11K ﹤0.01%
+244
390
$11K ﹤0.01%
37
391
$11K ﹤0.01%
355
392
$11K ﹤0.01%
275
+1
393
$11K ﹤0.01%
311
394
$11K ﹤0.01%
1,400
395
$10K ﹤0.01%
23
396
$10K ﹤0.01%
250
+200
397
$10K ﹤0.01%
226
398
$10K ﹤0.01%
+85
399
$10K ﹤0.01%
+300
400
$10K ﹤0.01%
200
14 15
16
17 18