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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
$291M
AUM Growth
-$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.39M
3
+$1.22M
4
HD icon
Home Depot
HD
+$862K
5
KMI icon
Kinder Morgan
KMI
+$689K

Top Sells

1
+$4.97M
2
+$2.35M
3
+$2.21M
4
NTNX icon
Nutanix
NTNX
+$1.84M
5
U icon
Unity
U
+$1.51M

Sector Composition

1 Healthcare 17.71%
2 Technology 17.23%
3 Financials 9.04%
4 Consumer Discretionary 7.45%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
+40
502
$2K ﹤0.01%
200
503
$2K ﹤0.01%
19
504
$2K ﹤0.01%
515
-650
505
$2K ﹤0.01%
+1,100
506
$2K ﹤0.01%
22
507
$2K ﹤0.01%
48
508
$2K ﹤0.01%
18
509
$2K ﹤0.01%
16
510
$2K ﹤0.01%
25
511
$2K ﹤0.01%
450
512
$2K ﹤0.01%
61
-170
513
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50
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$1K ﹤0.01%
9
515
$1K ﹤0.01%
110
516
$1K ﹤0.01%
+60
517
$1K ﹤0.01%
100
518
$1K ﹤0.01%
87
+2
519
$1K ﹤0.01%
100
520
$1K ﹤0.01%
50
521
$1K ﹤0.01%
80
522
$1K ﹤0.01%
10
523
$1K ﹤0.01%
+21
524
$1K ﹤0.01%
29
525
$1K ﹤0.01%
28
19 20
21
22 23