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
$241M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.91M
3
+$1.59M
4
GS icon
Goldman Sachs
GS
+$1.57M
5
PINS icon
Pinterest
PINS
+$1.09M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$704K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$439K
5
AAPL icon
Apple
AAPL
+$356K

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
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+4,976
180
$74K 0.03%
1,768
181
$73K 0.03%
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182
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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
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2,000
188
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189
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190
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192
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193
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194
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195
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197
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198
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200
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199
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200
$58K 0.02%
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