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
426
$11K ﹤0.01%
1,516
427
$10K ﹤0.01%
+130
428
$10K ﹤0.01%
67
429
$10K ﹤0.01%
90
430
$10K ﹤0.01%
640
431
$10K ﹤0.01%
+2,000
432
$10K ﹤0.01%
115
433
$10K ﹤0.01%
85
434
$10K ﹤0.01%
+350
435
$10K ﹤0.01%
+100
436
$10K ﹤0.01%
94
437
$10K ﹤0.01%
55
438
$10K ﹤0.01%
150
439
$10K ﹤0.01%
210
440
$9K ﹤0.01%
125
441
$9K ﹤0.01%
35
442
$9K ﹤0.01%
125
443
$9K ﹤0.01%
400
444
$9K ﹤0.01%
210
445
$9K ﹤0.01%
516
446
$9K ﹤0.01%
100
447
$9K ﹤0.01%
489
448
$9K ﹤0.01%
200
449
$8K ﹤0.01%
89
450
$8K ﹤0.01%
300
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