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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
$310M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.03M
3
+$1.89M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.47M
5
CURI icon
CuriosityStream
CURI
+$1.34M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.27M
4
AAPL icon
Apple
AAPL
+$1.02M
5
AMZN icon
Amazon
AMZN
+$865K

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
476
$2K ﹤0.01%
+15
477
$2K ﹤0.01%
35
478
$2K ﹤0.01%
30
479
$2K ﹤0.01%
60
480
$2K ﹤0.01%
36
+2
481
$2K ﹤0.01%
100
482
$2K ﹤0.01%
+20
483
$1K ﹤0.01%
20
484
$1K ﹤0.01%
10
-200
485
$1K ﹤0.01%
+10
486
$1K ﹤0.01%
3
487
$1K ﹤0.01%
+20
488
$1K ﹤0.01%
4
489
$1K ﹤0.01%
+20
490
$1K ﹤0.01%
+50
491
$1K ﹤0.01%
5
492
$1K ﹤0.01%
7
493
$1K ﹤0.01%
50
494
$1K ﹤0.01%
16
495
$1K ﹤0.01%
+25
496
– –
-250
497
– –
-2,000
498
– –
-1,000
499
– –
-430
500
$0 ﹤0.01%
6
18 19
20
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