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
351
$19K 0.01%
100
352
$19K 0.01%
320
353
$19K 0.01%
212
-100
354
$19K 0.01%
+140
355
$19K 0.01%
506
356
$19K 0.01%
2,500
357
$19K 0.01%
+86
358
$18K 0.01%
500
359
$18K 0.01%
411
360
$18K 0.01%
67
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361
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200
362
$18K 0.01%
262
363
$18K 0.01%
240
364
$18K 0.01%
300
365
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366
$18K 0.01%
+1,016
367
$18K 0.01%
361
368
$18K 0.01%
+242
369
$17K 0.01%
169
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370
$17K 0.01%
70
371
$17K 0.01%
+400
372
$17K 0.01%
478
373
$17K 0.01%
850
374
$17K 0.01%
186
375
$16K ﹤0.01%
1,400
13 14
15
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