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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
$294M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.53M
3
+$1.44M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$946K
5
GLD icon
SPDR Gold Trust
GLD
+$802K

Top Sells

1
+$2.09M
2
+$1.21M
3
+$1.15M
4
AMZN icon
Amazon
AMZN
+$1.09M
5
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$851K

Sector Composition

1 Technology 21.57%
2 Healthcare 15.52%
3 Consumer Discretionary 8.78%
4 Communication Services 8%
5 Financials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
16
+15
427
$1K ﹤0.01%
12
428
$1K ﹤0.01%
35
429
$1K ﹤0.01%
5
430
$1K ﹤0.01%
30
431
$1K ﹤0.01%
60
432
$1K ﹤0.01%
4
433
$1K ﹤0.01%
34
434
$1K ﹤0.01%
5
435
$1K ﹤0.01%
7
436
– –
-1,020
437
– –
-300
438
– –
-76
439
– –
-445
440
– –
-8
441
$0 ﹤0.01%
2
442
– –
-50
443
– –
-250
444
– –
-1,200
445
– –
0
446
– –
-72
447
– –
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448
$0 ﹤0.01%
92
449
– –
-30
450
– –
-6,000
16 17
18
19 20