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
$241M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.65M
3
+$1.64M
4
PINS icon
Pinterest
PINS
+$1.24M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$1.07M

Top Sells

1
+$1.85M
2
+$1.45M
3
+$697K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$420K

Sector Composition

1 Technology 20.67%
2 Healthcare 16.02%
3 Consumer Discretionary 8.65%
4 Communication Services 7.15%
5 Financials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
150
402
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30
403
$1K ﹤0.01%
150
404
$1K ﹤0.01%
9
405
$1K ﹤0.01%
250
406
$1K ﹤0.01%
125
407
$1K ﹤0.01%
30
408
$0 ﹤0.01%
6
409
– –
-3
410
$0 ﹤0.01%
3
-1,000
411
$0 ﹤0.01%
35
+20
412
$0 ﹤0.01%
5
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415
$0 ﹤0.01%
10
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– –
0
417
– –
-2,500
418
$0 ﹤0.01%
100
419
$0 ﹤0.01%
2
420
$0 ﹤0.01%
40
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$0 ﹤0.01%
+300
422
– –
-174
423
$0 ﹤0.01%
6
424
– –
-81
425
$0 ﹤0.01%
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