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
$355M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.06M
3
+$1.42M
4
KMI icon
Kinder Morgan
KMI
+$1.18M
5
ESTC icon
Elastic
ESTC
+$1.14M

Top Sells

1
+$2.47M
2
+$2.41M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$812K
5
ANSS
Ansys
ANSS
+$791K

Sector Composition

1 Technology 21.31%
2 Healthcare 14.85%
3 Financials 9.36%
4 Consumer Discretionary 7.99%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$89K 0.03%
4,030
+6
202
$88K 0.02%
1,500
203
$88K 0.02%
2,150
+1,350
204
$88K 0.02%
928
+1
205
$87K 0.02%
394
206
$86K 0.02%
458
-398
207
$84K 0.02%
330
+100
208
$82K 0.02%
408
209
$80K 0.02%
500
210
$79K 0.02%
2,737
211
$79K 0.02%
1,054
212
$78K 0.02%
1,800
213
$77K 0.02%
720
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214
$77K 0.02%
490
215
$77K 0.02%
400
216
$76K 0.02%
212
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217
$71K 0.02%
490
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218
$71K 0.02%
800
219
$69K 0.02%
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220
$69K 0.02%
643
221
$68K 0.02%
104
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222
$67K 0.02%
2,400
223
$66K 0.02%
+1,050
224
$66K 0.02%
1,265
-500
225
$64K 0.02%
400
7 8
9
10 11