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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
$342M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.5M
3
+$1.2M
4
U icon
Unity
U
+$1.15M
5
DOCN icon
DigitalOcean
DOCN
+$1.09M

Top Sells

1
+$2.01M
2
+$1.88M
3
+$926K
4
NVTA
Invitae Corporation
NVTA
+$906K
5
FSLY icon
Fastly Inc
FSLY
+$853K

Sector Composition

1 Technology 20.1%
2 Healthcare 15.27%
3 Communication Services 9.48%
4 Consumer Discretionary 8.57%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
35
502
$2K ﹤0.01%
30
503
$2K ﹤0.01%
36
504
$1K ﹤0.01%
+80
505
$1K ﹤0.01%
20
506
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10
507
$1K ﹤0.01%
+7
508
$1K ﹤0.01%
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509
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510
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511
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4
512
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515
$1K ﹤0.01%
5
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7
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$1K ﹤0.01%
+7
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$1K ﹤0.01%
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520
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25
521
– –
-54
522
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-1,000
523
$0 ﹤0.01%
8
-12
524
– –
-274
525
– –
0
19 20
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