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

Top Buys

1
+$2.23M
2
+$1.91M
3
+$1.59M
4
GS icon
Goldman Sachs
GS
+$1.57M
5
PINS icon
Pinterest
PINS
+$1.09M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$704K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$356K

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%
30
402
$1K ﹤0.01%
80
403
$1K ﹤0.01%
345
404
$1K ﹤0.01%
34
+10
405
$1K ﹤0.01%
40
406
$1K ﹤0.01%
150
407
$0 ﹤0.01%
1
408
$0 ﹤0.01%
12
409
$0 ﹤0.01%
6
410
$0 ﹤0.01%
35
+20
411
$0 ﹤0.01%
5
412
$0 ﹤0.01%
40
413
$0 ﹤0.01%
20
414
$0 ﹤0.01%
1
415
$0 ﹤0.01%
+300
416
– –
-174
417
– –
0
418
– –
-83
419
$0 ﹤0.01%
6
420
– –
-3
421
$0 ﹤0.01%
3
-1,000
422
– –
-2,000
423
– –
-9,600
424
$0 ﹤0.01%
2
425
– –
-2,000
15 16
17
18 19