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
$259M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$934K
3
+$756K
4
PPL icon
PPL Corp
PPL
+$554K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$543K

Top Sells

1
+$2.4M
2
+$1.37M
3
+$1.19M
4
BA icon
Boeing
BA
+$1.06M
5
CRWD icon
CrowdStrike
CRWD
+$851K

Sector Composition

1 Technology 21.56%
2 Healthcare 15.19%
3 Consumer Discretionary 9.01%
4 Communication Services 7.82%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$63K 0.02%
260
-100
202
$58K 0.02%
1,768
203
$58K 0.02%
1,320
204
$57K 0.02%
3,000
205
$57K 0.02%
400
206
$56K 0.02%
89
207
$56K 0.02%
800
208
$55K 0.02%
1,500
209
$55K 0.02%
500
210
$55K 0.02%
250
211
$54K 0.02%
614
212
$53K 0.02%
1,750
-283
213
$52K 0.02%
1,018
214
$52K 0.02%
629
215
$48K 0.02%
4,000
+1,000
216
$46K 0.02%
3,200
217
$45K 0.02%
400
218
$45K 0.02%
644
-200
219
$45K 0.02%
725
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220
$44K 0.02%
303
221
$44K 0.02%
800
222
$44K 0.02%
200
223
$42K 0.02%
800
-258
224
$42K 0.02%
700
225
$42K 0.02%
300
7 8
9
10 11