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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
501
$4K ﹤0.01%
75
502
$4K ﹤0.01%
32
503
$4K ﹤0.01%
350
504
$3K ﹤0.01%
22
505
$3K ﹤0.01%
48
506
$3K ﹤0.01%
237
-3,067
507
$3K ﹤0.01%
450
508
$3K ﹤0.01%
+175
509
$3K ﹤0.01%
100
510
$3K ﹤0.01%
68
+32
511
$3K ﹤0.01%
125
512
$3K ﹤0.01%
53
+50
513
$3K ﹤0.01%
40
514
$3K ﹤0.01%
43
515
$3K ﹤0.01%
+1,000
516
$3K ﹤0.01%
+50
517
$2K ﹤0.01%
30
518
$2K ﹤0.01%
+79
519
$2K ﹤0.01%
+19
520
$2K ﹤0.01%
+12
521
$2K ﹤0.01%
2,350
522
$2K ﹤0.01%
80
523
$2K ﹤0.01%
+66
524
$2K ﹤0.01%
59
525
$2K ﹤0.01%
3
19 20
21
22 23