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
301
$32K 0.01%
1,720
302
$31K 0.01%
890
303
$30K 0.01%
86
+5
304
$30K 0.01%
124
305
$30K 0.01%
819
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306
$30K 0.01%
582
307
$30K 0.01%
75
308
$30K 0.01%
137
309
$29K 0.01%
297
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310
$29K 0.01%
800
311
$29K 0.01%
485
312
$28K 0.01%
400
313
$28K 0.01%
2,200
314
$28K 0.01%
500
315
$28K 0.01%
3,801
+30
316
$27K 0.01%
200
317
$27K 0.01%
+67
318
$27K 0.01%
625
319
$27K 0.01%
500
320
$26K 0.01%
125
321
$26K 0.01%
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322
$26K 0.01%
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323
$26K 0.01%
200
324
$26K 0.01%
500
325
$26K 0.01%
100
-43
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