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
$310M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.9M
3
+$1.83M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.72M
5
CURI icon
CuriosityStream
CURI
+$1.05M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$968K
5
AMZN icon
Amazon
AMZN
+$845K

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
176
$113K 0.04%
1,383
+110
177
$111K 0.04%
458
+60
178
$109K 0.04%
3,010
+10
179
$109K 0.04%
+810
180
$109K 0.04%
920
+120
181
$109K 0.04%
1,600
+350
182
$109K 0.04%
865
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183
$108K 0.03%
828
184
$107K 0.03%
389
185
$104K 0.03%
670
186
$100K 0.03%
982
187
$98K 0.03%
6,102
188
$98K 0.03%
850
189
$98K 0.03%
5,228
+4,500
190
$97K 0.03%
2,400
191
$94K 0.03%
1,768
192
$91K 0.03%
1,660
+2
193
$91K 0.03%
256
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194
$91K 0.03%
1,430
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195
$89K 0.03%
1,132
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196
$86K 0.03%
969
197
$83K 0.03%
2,884
-1,072
198
$82K 0.03%
1,660
+850
199
$82K 0.03%
1,125
200
$80K 0.03%
300
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