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
476
$6K ﹤0.01%
65
477
$6K ﹤0.01%
30
478
$5K ﹤0.01%
70
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133
480
$5K ﹤0.01%
500
481
$5K ﹤0.01%
+100
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30
483
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250
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20
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486
$5K ﹤0.01%
30
487
$4K ﹤0.01%
75
488
$4K ﹤0.01%
37
+3
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$4K ﹤0.01%
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50
492
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495
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+100
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$4K ﹤0.01%
50
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150
498
$4K ﹤0.01%
27
499
$4K ﹤0.01%
700
500
$4K ﹤0.01%
125
18 19
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