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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
476
$6K ﹤0.01%
125
477
$6K ﹤0.01%
50
478
$6K ﹤0.01%
60
479
$6K ﹤0.01%
122
+1
480
$6K ﹤0.01%
62
481
$6K ﹤0.01%
833
482
$6K ﹤0.01%
+18
483
$5K ﹤0.01%
67
484
$5K ﹤0.01%
100
485
$5K ﹤0.01%
133
486
$5K ﹤0.01%
500
487
$5K ﹤0.01%
+210
488
$5K ﹤0.01%
+200
489
$5K ﹤0.01%
100
-3,250
490
$5K ﹤0.01%
100
491
$5K ﹤0.01%
+115
492
$5K ﹤0.01%
20
493
$5K ﹤0.01%
+75
494
$5K ﹤0.01%
2,000
495
$4K ﹤0.01%
115
+14
496
$4K ﹤0.01%
79
+1
497
$4K ﹤0.01%
125
498
$4K ﹤0.01%
350
499
$4K ﹤0.01%
50
500
$4K ﹤0.01%
150
18 19
20
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