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
476
$2K ﹤0.01%
+35
477
$2K ﹤0.01%
+15
478
$2K ﹤0.01%
35
479
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30
480
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60
481
$2K ﹤0.01%
18
+1
482
$2K ﹤0.01%
100
483
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+20
484
$1K ﹤0.01%
+10
485
$1K ﹤0.01%
3
486
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+20
487
$1K ﹤0.01%
4
488
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+20
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+50
490
$1K ﹤0.01%
5
491
$1K ﹤0.01%
7
492
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50
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+25
495
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20
496
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10
-200
497
$0 ﹤0.01%
2
498
– –
0
499
– –
-15,000
500
$0 ﹤0.01%
11
18 19
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