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
$241M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.65M
3
+$1.64M
4
PINS icon
Pinterest
PINS
+$1.24M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$1.07M

Top Sells

1
+$1.85M
2
+$1.45M
3
+$697K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$420K

Sector Composition

1 Technology 20.67%
2 Healthcare 16.02%
3 Consumer Discretionary 8.65%
4 Communication Services 7.15%
5 Financials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.65%
27,780
+2,543
52
$1.57M 0.65%
50,720
+5,142
53
$1.54M 0.64%
39,653
+2,200
54
$1.42M 0.59%
93,710
+3,627
55
$1.35M 0.56%
7,377
-250
56
$1.31M 0.54%
4,786
57
$1.3M 0.54%
32,304
+26,530
58
$1.24M 0.51%
+55,945
59
$1.23M 0.51%
23,989
60
$1.23M 0.51%
7,075
-200
61
$1.2M 0.5%
15,654
+4,954
62
$1.2M 0.5%
13,159
-573
63
$1.06M 0.44%
5,512
-99
64
$1.05M 0.44%
17,640
-795
65
$1.05M 0.43%
9,074
-200
66
$1.05M 0.43%
3,396
-200
67
$1.01M 0.42%
+58,200
68
$992K 0.41%
2,755
69
$980K 0.41%
60,415
+2,082
70
$953K 0.4%
10,691
+402
71
$912K 0.38%
16,625
72
$868K 0.36%
14,001
-1,844
73
$853K 0.35%
9,912
+534
74
$830K 0.34%
17,805
+5,425
75
$827K 0.34%
7,419
-1,175
1 2
3
4 5