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
$395M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$1.03M
3 +$591K
4
ETN icon
Eaton
ETN
+$553K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$546K

Top Sells

1 +$1.33M
2 +$621K
3 +$599K
4
AMT icon
American Tower
AMT
+$564K
5
AAPL icon
Apple
AAPL
+$530K

Sector Composition

1 Technology 19.55%
2 Financials 11.72%
3 Healthcare 8.79%
4 Consumer Discretionary 8.2%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,247
152
-1,027