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SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $552M
1-Year Est. Return 26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.11M
3
+$2.23M
4
KMI icon
Kinder Morgan
KMI
+$1.72M
5
META icon
Meta Platforms (Facebook)
META
+$1.4M

Top Sells

1
+$1.21M
2
+$1.04M
3
+$430K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$392K
5
COST icon
Costco
COST
+$324K

Sector Composition

1 Technology 19.54%
2 Healthcare 15.98%
3 Financials 8.75%
4 Consumer Discretionary 8.44%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17K ﹤0.01%
2,000
377
$17K ﹤0.01%
209
+3
378
$17K ﹤0.01%
199
379
$16K ﹤0.01%
99
380
$16K ﹤0.01%
1
381
$16K ﹤0.01%
+200
382
$16K ﹤0.01%
411
+11
383
$16K ﹤0.01%
1,100
384
$16K ﹤0.01%
1,500
385
$16K ﹤0.01%
200
386
$16K ﹤0.01%
148
387
$15K ﹤0.01%
+478
388
$15K ﹤0.01%
133
389
$15K ﹤0.01%
43
-11
390
$15K ﹤0.01%
200
391
$15K ﹤0.01%
400
-106
392
$14K ﹤0.01%
292
+1
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$14K ﹤0.01%
150
394
$14K ﹤0.01%
553
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395
$14K ﹤0.01%
105
+13
396
$14K ﹤0.01%
374
-104
397
$14K ﹤0.01%
250
398
$14K ﹤0.01%
22
-3
399
$14K ﹤0.01%
294
400
$13K ﹤0.01%
193
+43
14 15
16
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