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

Top Buys

1
+$2.09M
2
+$2.03M
3
+$1.89M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$1.47M
5
CURI icon
CuriosityStream
CURI
+$1.34M

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.27M
4
AAPL icon
Apple
AAPL
+$1.02M
5
AMZN icon
Amazon
AMZN
+$865K

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
$111K 0.04%
458
+60
177
$109K 0.04%
3,010
+10
178
$109K 0.04%
+810
179
$109K 0.04%
920
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180
$109K 0.04%
1,600
+350
181
$109K 0.04%
865
-940
182
$108K 0.03%
828
183
$107K 0.03%
389
184
$104K 0.03%
670
185
$100K 0.03%
982
186
$98K 0.03%
850
187
$98K 0.03%
5,228
+4,500
188
$98K 0.03%
6,102
189
$97K 0.03%
2,400
190
$94K 0.03%
1,768
191
$91K 0.03%
1,660
+2
192
$91K 0.03%
256
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193
$91K 0.03%
1,430
+65
194
$89K 0.03%
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195
$86K 0.03%
969
196
$83K 0.03%
2,884
-1,072
197
$82K 0.03%
1,660
+850
198
$82K 0.03%
1,125
199
$80K 0.03%
300
200
$79K 0.03%
500
6 7
8
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