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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
$336M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.73M
3
+$1.12M
4
DOCN icon
DigitalOcean
DOCN
+$1.04M
5
ROKU icon
Roku
ROKU
+$652K

Top Sells

1
+$1.4M
2
+$1.2M
3
+$930K
4
SKLZ icon
Skillz
SKLZ
+$872K
5
LVS icon
Las Vegas Sands
LVS
+$828K

Sector Composition

1 Technology 20.87%
2 Healthcare 15.15%
3 Financials 9.21%
4 Communication Services 8.72%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
100
477
$5K ﹤0.01%
250
+200
478
$5K ﹤0.01%
20
479
$5K ﹤0.01%
200
-560
480
$5K ﹤0.01%
65
481
$5K ﹤0.01%
30
482
$4K ﹤0.01%
700
483
$4K ﹤0.01%
50
-350
484
$4K ﹤0.01%
40
485
$4K ﹤0.01%
50
486
$4K ﹤0.01%
+150
487
$4K ﹤0.01%
+27
488
$4K ﹤0.01%
77
489
$4K ﹤0.01%
150
490
$4K ﹤0.01%
150
491
$4K ﹤0.01%
155
492
$4K ﹤0.01%
+125
493
$4K ﹤0.01%
+201
494
$4K ﹤0.01%
+30
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$4K ﹤0.01%
+100
496
$4K ﹤0.01%
27
497
$4K ﹤0.01%
100
498
$4K ﹤0.01%
+94
499
$4K ﹤0.01%
50
-125
500
$4K ﹤0.01%
+105
18 19
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