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
126
$196K 0.08%
1,049
127
$194K 0.08%
3,301
+876
128
$191K 0.08%
6,319
-688
129
$175K 0.07%
5,100
130
$171K 0.07%
1,450
131
$159K 0.07%
2,589
-880
132
$158K 0.07%
6,947
+332
133
$157K 0.07%
+5,500
134
$157K 0.07%
1,276
-100
135
$155K 0.06%
2,000
136
$151K 0.06%
6,800
137
$149K 0.06%
1,834
138
$142K 0.06%
1,500
139
$139K 0.06%
795
-250
140
$136K 0.06%
3,575
-300
141
$133K 0.06%
2,025
-1,000
142
$129K 0.05%
3,293
+122
143
$128K 0.05%
1,085
144
$128K 0.05%
2,123
145
$127K 0.05%
1,200
146
$121K 0.05%
6,677
+147
147
$118K 0.05%
2,400
148
$118K 0.05%
2,000
149
$117K 0.05%
2,879
-25
150
$115K 0.05%
1,162
4 5
6
7 8