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
176
$78K 0.03%
1,077
177
$77K 0.03%
982
178
$77K 0.03%
670
179
$75K 0.03%
+4,976
180
$74K 0.03%
1,768
181
$73K 0.03%
+850
182
$73K 0.03%
800
183
$73K 0.03%
681
184
$71K 0.03%
2,000
185
$69K 0.03%
400
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186
$69K 0.03%
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187
$67K 0.03%
2,000
188
$67K 0.03%
2,080
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189
$67K 0.03%
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190
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2,229
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191
$66K 0.03%
986
192
$63K 0.03%
2,250
193
$61K 0.03%
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194
$60K 0.02%
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195
$60K 0.02%
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196
$59K 0.02%
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197
$59K 0.02%
3,000
198
$59K 0.02%
200
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199
$58K 0.02%
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200
$58K 0.02%
9,000
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