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
151
$316K 0.07%
509
+6
152
$315K 0.07%
+782
153
$307K 0.07%
4,467
-622
154
$302K 0.07%
800
155
$301K 0.07%
1,650
-14
156
$294K 0.06%
5,157
157
$291K 0.06%
3,860
158
$290K 0.06%
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-887
159
$285K 0.06%
6,017
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160
$284K 0.06%
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-2
161
$279K 0.06%
934
162
$279K 0.06%
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163
$277K 0.06%
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164
$262K 0.06%
850
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165
$261K 0.06%
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166
$251K 0.06%
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167
$245K 0.05%
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168
$242K 0.05%
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169
$233K 0.05%
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170
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171
$216K 0.05%
+8,862
172
$215K 0.05%
+9,005
173
$212K 0.05%
680
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174
$211K 0.05%
+2,261
175
$209K 0.05%
1,621
-5
4 5 6
7
8