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
201
$57K 0.02%
+1,016
202
$55K 0.02%
2,000
203
$55K 0.02%
1,018
+7
204
$54K 0.02%
1,500
205
$52K 0.02%
1,320
-500
206
$52K 0.02%
614
207
$51K 0.02%
1,800
208
$51K 0.02%
629
209
$51K 0.02%
400
210
$50K 0.02%
844
211
$49K 0.02%
400
212
$48K 0.02%
6,784
-4,400
213
$48K 0.02%
300
214
$48K 0.02%
483
+50
215
$47K 0.02%
250
216
$47K 0.02%
889
-50
217
$46K 0.02%
+1,000
218
$45K 0.02%
800
219
$45K 0.02%
+2,033
220
$45K 0.02%
89
221
$43K 0.02%
978
222
$43K 0.02%
303
223
$43K 0.02%
156
224
$43K 0.02%
3,200
225
$42K 0.02%
+500
7 8
9
10 11