We are live on ! Find out more
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
$353M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.11M
3
+$2.23M
4
KMI icon
Kinder Morgan
KMI
+$1.72M
5
META icon
Meta Platforms (Facebook)
META
+$1.4M

Top Sells

1
+$1.21M
2
+$1.04M
3
+$430K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$392K
5
COST icon
Costco
COST
+$324K

Sector Composition

1 Technology 19.54%
2 Healthcare 15.98%
3 Financials 8.75%
4 Consumer Discretionary 8.44%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K ﹤0.01%
3,000
427
$10K ﹤0.01%
+40
428
$10K ﹤0.01%
75
429
$10K ﹤0.01%
130
430
$10K ﹤0.01%
100
431
$10K ﹤0.01%
2,200
432
$10K ﹤0.01%
244
433
$10K ﹤0.01%
+450
434
$10K ﹤0.01%
200
+100
435
$9K ﹤0.01%
+150
436
$9K ﹤0.01%
+225
437
$9K ﹤0.01%
+225
438
$9K ﹤0.01%
+125
439
$9K ﹤0.01%
90
440
$9K ﹤0.01%
125
441
$9K ﹤0.01%
85
442
$9K ﹤0.01%
+400
443
$9K ﹤0.01%
+275
444
$9K ﹤0.01%
1,000
445
$9K ﹤0.01%
150
446
$9K ﹤0.01%
350
447
$8K ﹤0.01%
717
448
$8K ﹤0.01%
80
449
$8K ﹤0.01%
516
450
$8K ﹤0.01%
+65
16 17
18
19 20