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
276
$41K 0.01%
1,200
+600
277
$40K 0.01%
344
278
$40K 0.01%
900
-324
279
$39K 0.01%
435
280
$39K 0.01%
1,500
281
$38K 0.01%
131
282
$38K 0.01%
9
+4
283
$38K 0.01%
330
+320
284
$38K 0.01%
200
285
$37K 0.01%
165
286
$37K 0.01%
885
+8
287
$37K 0.01%
442
+157
288
$36K 0.01%
380
289
$36K 0.01%
444
290
$36K 0.01%
440
291
$35K 0.01%
100
292
$35K 0.01%
330
293
$34K 0.01%
400
+350
294
$34K 0.01%
415
295
$34K 0.01%
439
-15
296
$33K 0.01%
400
297
$33K 0.01%
720
298
$32K 0.01%
1,564
+150
299
$32K 0.01%
308
300
$32K 0.01%
400
10 11
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