We are live on ! Find out more
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
$355M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.06M
3
+$1.42M
4
KMI icon
Kinder Morgan
KMI
+$1.18M
5
ESTC icon
Elastic
ESTC
+$1.14M

Top Sells

1
+$2.47M
2
+$2.41M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$812K
5
ANSS
Ansys
ANSS
+$791K

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
551
– –
-50
552
$0 ﹤0.01%
5
553
$0 ﹤0.01%
10
554
– –
-296
555
– –
-75
556
$0 ﹤0.01%
2
557
– –
-133
558
– –
-8
559
– –
-290
560
– –
-2
561
$0 ﹤0.01%
30
562
$0 ﹤0.01%
+16
563
$0 ﹤0.01%
1
564
$0 ﹤0.01%
9
565
– –
-15,000
566
– –
-1,200
567
– –
-500
568
$0 ﹤0.01%
+5
569
– –
-885
570
– –
-400
571
– –
-72,150
572
$0 ﹤0.01%
19
573
$0 ﹤0.01%
8
574
– –
-175
575
$0 ﹤0.01%
6
21 22
23
24 25