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
$342M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.5M
3
+$1.2M
4
U icon
Unity
U
+$1.15M
5
DOCN icon
DigitalOcean
DOCN
+$1.09M

Top Sells

1
+$2.01M
2
+$1.88M
3
+$926K
4
NVTA
Invitae Corporation
NVTA
+$906K
5
FSLY icon
Fastly Inc
FSLY
+$853K

Sector Composition

1 Technology 20.1%
2 Healthcare 15.27%
3 Communication Services 9.48%
4 Consumer Discretionary 8.57%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K ﹤0.01%
241
377
$16K ﹤0.01%
2,000
378
$16K ﹤0.01%
750
379
$16K ﹤0.01%
53
-7,225
380
$16K ﹤0.01%
1,400
381
$15K ﹤0.01%
175
382
$15K ﹤0.01%
234
383
$15K ﹤0.01%
90
384
$15K ﹤0.01%
+133
385
$15K ﹤0.01%
148
+143
386
$15K ﹤0.01%
955
+455
387
$15K ﹤0.01%
163
-60
388
$15K ﹤0.01%
1,200
389
$15K ﹤0.01%
+99
390
$15K ﹤0.01%
201
+3
391
$14K ﹤0.01%
275
+25
392
$14K ﹤0.01%
+92
393
$13K ﹤0.01%
150
394
$13K ﹤0.01%
83
+8
395
$13K ﹤0.01%
+90
396
$13K ﹤0.01%
210
397
$13K ﹤0.01%
415
+313
398
$13K ﹤0.01%
+290
399
$13K ﹤0.01%
150
400
$13K ﹤0.01%
100
14 15
16
17 18