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
401
$10K ﹤0.01%
65
402
$10K ﹤0.01%
+75
403
$9K ﹤0.01%
+80
404
$9K ﹤0.01%
400
405
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100
406
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160
407
$9K ﹤0.01%
40
408
$8K ﹤0.01%
350
409
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+25
410
$8K ﹤0.01%
500
411
$8K ﹤0.01%
516
412
$8K ﹤0.01%
+25
413
$8K ﹤0.01%
3,250
-2,250
414
$8K ﹤0.01%
94
415
$8K ﹤0.01%
135
416
$8K ﹤0.01%
18
417
$8K ﹤0.01%
+50
418
$8K ﹤0.01%
200
419
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200
420
$8K ﹤0.01%
500
421
$7K ﹤0.01%
131
+1
422
$7K ﹤0.01%
50
-50
423
$7K ﹤0.01%
484
424
$7K ﹤0.01%
700
425
$6K ﹤0.01%
187
-1
15 16
17
18 19