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
$355M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.99M
3
+$1.23M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
ESTC icon
Elastic
ESTC
+$927K

Top Sells

1
+$2.47M
2
+$2.41M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$912K
5
ANSS
Ansys
ANSS
+$824K

Sector Composition

1 Technology 21.31%
2 Healthcare 14.85%
3 Financials 9.36%
4 Consumer Discretionary 7.99%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
+800
402
$14K ﹤0.01%
163
403
$14K ﹤0.01%
+1,750
404
$14K ﹤0.01%
291
+1
405
$14K ﹤0.01%
12
406
$14K ﹤0.01%
490
407
$13K ﹤0.01%
125
408
$13K ﹤0.01%
148
409
$13K ﹤0.01%
2,200
410
$13K ﹤0.01%
35
411
$13K ﹤0.01%
355
412
$13K ﹤0.01%
275
413
$13K ﹤0.01%
3,000
414
$12K ﹤0.01%
100
415
$12K ﹤0.01%
244
416
$12K ﹤0.01%
150
417
$12K ﹤0.01%
300
418
$11K ﹤0.01%
75
419
$11K ﹤0.01%
1,006
+8
420
$11K ﹤0.01%
80
421
$11K ﹤0.01%
200
422
$11K ﹤0.01%
100
423
$11K ﹤0.01%
25
424
$11K ﹤0.01%
+250
425
$11K ﹤0.01%
150
15 16
17
18 19