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
151
$111K 0.05%
828
152
$110K 0.05%
9,012
153
$106K 0.04%
2,350
154
$105K 0.04%
303
+253
155
$104K 0.04%
10,000
-10,000
156
$102K 0.04%
5,400
157
$100K 0.04%
4,200
158
$99K 0.04%
337
-250
159
$96K 0.04%
1,600
160
$96K 0.04%
1,060
+54
161
$96K 0.04%
2,000
162
$93K 0.04%
630
163
$93K 0.04%
500
+100
164
$92K 0.04%
3,586
165
$92K 0.04%
4,800
+3,000
166
$92K 0.04%
616
167
$92K 0.04%
300
168
$92K 0.04%
360
-6
169
$91K 0.04%
1,273
+200
170
$90K 0.04%
1,646
+5
171
$90K 0.04%
7,368
+2,376
172
$87K 0.04%
1,450
-1,000
173
$86K 0.04%
3,020
174
$83K 0.03%
389
175
$83K 0.03%
2,350
5 6
7
8 9