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
$267M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.11M
3
+$3.99M
4
PXD
Pioneer Natural Resource Co.
PXD
+$3.43M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.32M

Top Sells

1
+$7.57M
2
+$6.46M
3
+$4.47M
4
MRK icon
Merck
MRK
+$3.16M
5
F icon
Ford
F
+$1.6M

Sector Composition

1 Technology 17.51%
2 Healthcare 17.18%
3 Financials 10.34%
4 Consumer Discretionary 7.32%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
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577
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579
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581
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582
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585
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-2,000
586
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587
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589
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590
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-1,750
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