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
451
$8K ﹤0.01%
717
452
$8K ﹤0.01%
+450
453
$8K ﹤0.01%
25
454
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1,000
455
$8K ﹤0.01%
160
456
$8K ﹤0.01%
500
457
$7K ﹤0.01%
1,000
458
$7K ﹤0.01%
50
459
$7K ﹤0.01%
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460
$7K ﹤0.01%
100
-134
461
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462
$7K ﹤0.01%
120
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$7K ﹤0.01%
121
464
$7K ﹤0.01%
75
465
$7K ﹤0.01%
68
466
$6K ﹤0.01%
50
467
$6K ﹤0.01%
67
+35
468
$6K ﹤0.01%
70
469
$6K ﹤0.01%
+60
470
$6K ﹤0.01%
250
471
$6K ﹤0.01%
35
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472
$6K ﹤0.01%
100
473
$6K ﹤0.01%
62
474
$6K ﹤0.01%
+100
475
$6K ﹤0.01%
833
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