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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
501
$4K ﹤0.01%
70
502
$4K ﹤0.01%
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503
$4K ﹤0.01%
100
504
$4K ﹤0.01%
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505
$4K ﹤0.01%
110
506
$3K ﹤0.01%
40
507
$3K ﹤0.01%
700
508
$3K ﹤0.01%
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509
$3K ﹤0.01%
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511
$3K ﹤0.01%
+8
512
$3K ﹤0.01%
+23
513
$3K ﹤0.01%
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514
$3K ﹤0.01%
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515
$3K ﹤0.01%
175
516
$3K ﹤0.01%
75
517
$3K ﹤0.01%
+70
518
$3K ﹤0.01%
59
519
$3K ﹤0.01%
37
520
$3K ﹤0.01%
+75
521
$3K ﹤0.01%
40
522
$3K ﹤0.01%
48
523
$3K ﹤0.01%
2,500
524
$2K ﹤0.01%
100
525
$2K ﹤0.01%
79
19 20
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