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
$342M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.63M
3
+$1.41M
4
U icon
Unity
U
+$1.28M
5
ANSS
Ansys
ANSS
+$1.2M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$958K
4
ANVS icon
Annovis Bio
ANVS
+$950K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$926K

Sector Composition

1 Technology 20.1%
2 Healthcare 15.27%
3 Communication Services 9.48%
4 Consumer Discretionary 8.57%
5 Financials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49K 0.01%
180
252
$49K 0.01%
670
+6
253
$49K 0.01%
+300
254
$49K 0.01%
900
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255
$48K 0.01%
250
256
$48K 0.01%
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257
$48K 0.01%
708
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258
$47K 0.01%
400
259
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+450
260
$47K 0.01%
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-866
261
$46K 0.01%
400
262
$46K 0.01%
1,232
263
$46K 0.01%
303
264
$46K 0.01%
346
265
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266
$45K 0.01%
1,300
267
$44K 0.01%
1,692
268
$44K 0.01%
660
269
$43K 0.01%
452
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270
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271
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400
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272
$43K 0.01%
86
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273
$42K 0.01%
3,150
274
$42K 0.01%
700
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275
$41K 0.01%
211
9 10
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