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
451
$4K ﹤0.01%
150
452
$4K ﹤0.01%
345
453
$4K ﹤0.01%
+40
454
$4K ﹤0.01%
+75
455
$4K ﹤0.01%
+50
456
$4K ﹤0.01%
76
+26
457
$4K ﹤0.01%
205
458
$4K ﹤0.01%
+25
459
$4K ﹤0.01%
+27
460
$3K ﹤0.01%
100
461
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9
+2
462
$3K ﹤0.01%
+125
463
$3K ﹤0.01%
+100
464
$3K ﹤0.01%
40
465
$3K ﹤0.01%
67
466
$3K ﹤0.01%
43
467
$3K ﹤0.01%
+20
468
$3K ﹤0.01%
+25
469
$3K ﹤0.01%
+75
470
$3K ﹤0.01%
+59
471
$3K ﹤0.01%
+54
472
$3K ﹤0.01%
48
473
$3K ﹤0.01%
+50
474
$2K ﹤0.01%
80
475
$2K ﹤0.01%
9
17 18
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