SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $543M
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$950K
3
+$722K
4
PLTR icon
Palantir
PLTR
+$649K
5
LMT icon
Lockheed Martin
LMT
+$645K

Top Sells

1
+$2.93M
2
+$1.49M
3
+$702K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$414K
5
ZS icon
Zscaler
ZS
+$331K

Sector Composition

1 Technology 20.43%
2 Financials 11.53%
3 Healthcare 7.38%
4 Consumer Discretionary 7.02%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.96M 0.65%
32,421
-32
52
$2.92M 0.64%
19,537
+1,408
53
$2.89M 0.63%
13,065
-433
54
$2.8M 0.61%
12,614
+136
55
$2.55M 0.56%
7,135
-105
56
$2.44M 0.53%
4,304
-91
57
$2.42M 0.53%
11,075
-1
58
$2.28M 0.5%
37,230
+1,750
59
$2.27M 0.5%
15,613
+625
60
$2.19M 0.48%
40,306
+1,302
61
$2.13M 0.47%
+57,995
62
$2.11M 0.46%
3,408
+103
63
$2.08M 0.46%
5,157
-525
64
$2.04M 0.45%
36,320
-600
65
$1.98M 0.43%
6,050
66
$1.97M 0.43%
81,226
+4,644
67
$1.94M 0.43%
3,697
-15
68
$1.9M 0.42%
14,254
+1,094
69
$1.86M 0.41%
55,500
+600
70
$1.85M 0.41%
21,221
+726
71
$1.8M 0.4%
5,678
-459
72
$1.7M 0.37%
2,187
+654
73
$1.67M 0.37%
12,645
-995
74
$1.65M 0.36%
12,151
-122
75
$1.6M 0.35%
5,464
+22
1 2
3
4 5