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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
$196M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.06M
3
+$877K
4
CVS icon
CVS Health
CVS
+$713K
5
XYZ
Block Inc
XYZ
+$522K

Top Sells

1
+$395K
2
+$300K
3
+$215K
4
NKTR icon
Nektar Therapeutics
NKTR
+$174K
5
AMD icon
Advanced Micro Devices
AMD
+$168K

Sector Composition

1 Healthcare 14.44%
2 Technology 13.87%
3 Consumer Discretionary 8.14%
4 Financials 8.06%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-1,000
427
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-150
428
$0 ﹤0.01%
1
429
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-700
430
– –
-700
431
$0 ﹤0.01%
19
432
– –
-97
433
– –
-750
434
– –
-1,200
435
– –
-40
436
– –
-371
437
$0 ﹤0.01%
25
438
$0 ﹤0.01%
8
439
– –
-4,000
440
– –
-300
441
– –
-228
442
$0 ﹤0.01%
2
443
– –
0
14 15 16 17
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