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
426
$6K ﹤0.01%
+25
427
$6K ﹤0.01%
+4
428
$6K ﹤0.01%
2,500
429
$6K ﹤0.01%
340
430
$6K ﹤0.01%
89
+77
431
$6K ﹤0.01%
8
432
$6K ﹤0.01%
1,000
433
$6K ﹤0.01%
175
-175
434
$6K ﹤0.01%
115
-2,000
435
$6K ﹤0.01%
500
436
$6K ﹤0.01%
+75
437
$5K ﹤0.01%
+70
438
$5K ﹤0.01%
+15
439
$5K ﹤0.01%
125
440
$5K ﹤0.01%
50
441
$5K ﹤0.01%
+65
442
$5K ﹤0.01%
133
443
$5K ﹤0.01%
+102
444
$5K ﹤0.01%
150
-200
445
$5K ﹤0.01%
22
446
$5K ﹤0.01%
+45
447
$5K ﹤0.01%
+20
448
$5K ﹤0.01%
+30
449
$5K ﹤0.01%
450
-3
450
$5K ﹤0.01%
+30
16 17
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