SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $514M
1-Year Est. Return 24.32%
This Quarter Est. Return
1 Year Est. Return
+24.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.99M
3
+$1.23M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
ESTC icon
Elastic
ESTC
+$927K

Top Sells

1
+$2.47M
2
+$2.41M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$912K
5
ANSS
Ansys
ANSS
+$824K

Sector Composition

1 Technology 21.31%
2 Healthcare 14.85%
3 Financials 9.36%
4 Consumer Discretionary 7.99%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
35
527
$2K ﹤0.01%
79
528
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19
529
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175
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530
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100
531
$2K ﹤0.01%
+375
532
$2K ﹤0.01%
450
533
$2K ﹤0.01%
2,350
534
$2K ﹤0.01%
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535
$1K ﹤0.01%
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536
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5
537
$1K ﹤0.01%
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541
$1K ﹤0.01%
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542
$1K ﹤0.01%
5
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545
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83
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4
549
$1K ﹤0.01%
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550
$1K ﹤0.01%
50
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