SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $543M
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
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
+$2.15M
2
+$2.06M
3
+$1.42M
4
KMI icon
Kinder Morgan
KMI
+$1.18M
5
ESTC icon
Elastic
ESTC
+$1.14M

Top Sells

1
+$2.47M
2
+$2.41M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$812K
5
ANSS
Ansys
ANSS
+$791K

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
$10K ﹤0.01%
+130
427
$10K ﹤0.01%
67
428
$10K ﹤0.01%
90
429
$10K ﹤0.01%
115
430
$10K ﹤0.01%
85
431
$10K ﹤0.01%
+350
432
$10K ﹤0.01%
+100
433
$10K ﹤0.01%
94
434
$10K ﹤0.01%
55
435
$10K ﹤0.01%
150
436
$10K ﹤0.01%
210
437
$10K ﹤0.01%
640
438
$10K ﹤0.01%
+2,000
439
$9K ﹤0.01%
125
440
$9K ﹤0.01%
35
441
$9K ﹤0.01%
125
442
$9K ﹤0.01%
400
443
$9K ﹤0.01%
210
444
$9K ﹤0.01%
516
445
$9K ﹤0.01%
100
446
$9K ﹤0.01%
489
447
$9K ﹤0.01%
200
448
$8K ﹤0.01%
89
449
$8K ﹤0.01%
300
450
$8K ﹤0.01%
717
16 17
18
19 20