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
201
$79K 0.03%
500
202
$78K 0.03%
+318
203
$78K 0.03%
668
204
$78K 0.03%
986
205
$77K 0.02%
1,500
206
$77K 0.02%
3,514
+109
207
$77K 0.02%
1,604
+825
208
$76K 0.02%
2,250
209
$75K 0.02%
2,251
+3
210
$74K 0.02%
845
+45
211
$73K 0.02%
681
212
$72K 0.02%
408
+65
213
$71K 0.02%
405
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214
$70K 0.02%
113
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215
$70K 0.02%
1,320
216
$70K 0.02%
260
217
$68K 0.02%
1,600
-150
218
$67K 0.02%
1,800
-3,000
219
$67K 0.02%
1,105
+87
220
$67K 0.02%
364
221
$65K 0.02%
490
+40
222
$65K 0.02%
+1,000
223
$63K 0.02%
400
224
$62K 0.02%
800
225
$58K 0.02%
1,000
+400
7 8
9
10 11