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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
451
$8K ﹤0.01%
94
452
$8K ﹤0.01%
55
453
$8K ﹤0.01%
30
454
$8K ﹤0.01%
300
455
$8K ﹤0.01%
35
456
$8K ﹤0.01%
210
457
$8K ﹤0.01%
115
458
$8K ﹤0.01%
100
459
$8K ﹤0.01%
377
-323
460
$8K ﹤0.01%
102
-50
461
$8K ﹤0.01%
1,000
+360
462
$8K ﹤0.01%
+200
463
$7K ﹤0.01%
+400
464
$7K ﹤0.01%
150
465
$7K ﹤0.01%
500
466
$7K ﹤0.01%
+175
467
$7K ﹤0.01%
120
468
$7K ﹤0.01%
+125
469
$7K ﹤0.01%
25
470
$7K ﹤0.01%
75
471
$7K ﹤0.01%
160
472
$7K ﹤0.01%
68
473
$6K ﹤0.01%
65
474
$6K ﹤0.01%
30
475
$6K ﹤0.01%
450
17 18
19
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