SIAP

Sterling Investment Advisors (Pennsylvania) Portfolio holdings

AUM $543M
1-Year Est. Return 23.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.03M
3
+$1.89M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.47M
5
CURI icon
CuriosityStream
CURI
+$1.34M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.27M
4
AAPL icon
Apple
AAPL
+$1.02M
5
AMZN icon
Amazon
AMZN
+$865K

Sector Composition

1 Technology 18.7%
2 Healthcare 15.84%
3 Consumer Discretionary 8.85%
4 Communication Services 8.66%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$153K 0.05%
1,162
152
$152K 0.05%
1,145
+202
153
$150K 0.05%
3,020
154
$145K 0.05%
4,390
+100
155
$145K 0.05%
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156
$145K 0.05%
9,024
+6
157
$142K 0.05%
670
+120
158
$140K 0.05%
3,876
159
$137K 0.04%
616
160
$137K 0.04%
2,630
+280
161
$136K 0.04%
1,300
162
$133K 0.04%
+8,185
163
$129K 0.04%
+6,900
164
$129K 0.04%
400
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165
$125K 0.04%
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166
$124K 0.04%
1,085
167
$122K 0.04%
645
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168
$122K 0.04%
7,800
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169
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170
$120K 0.04%
322
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171
$120K 0.04%
4,976
172
$114K 0.04%
1,500
173
$114K 0.04%
2,600
174
$113K 0.04%
1,925
175
$113K 0.04%
1,383
+110
5 6
7
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