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
376
$16K ﹤0.01%
500
377
$16K ﹤0.01%
241
378
$16K ﹤0.01%
2,000
379
$16K ﹤0.01%
750
380
$16K ﹤0.01%
53
-7,225
381
$15K ﹤0.01%
175
382
$15K ﹤0.01%
234
383
$15K ﹤0.01%
90
384
$15K ﹤0.01%
+133
385
$15K ﹤0.01%
148
+143
386
$15K ﹤0.01%
955
+455
387
$15K ﹤0.01%
163
-60
388
$15K ﹤0.01%
1,200
389
$15K ﹤0.01%
+99
390
$15K ﹤0.01%
201
+3
391
$14K ﹤0.01%
275
+25
392
$14K ﹤0.01%
+92
393
$13K ﹤0.01%
6
394
$13K ﹤0.01%
83
+8
395
$13K ﹤0.01%
+90
396
$13K ﹤0.01%
210
397
$13K ﹤0.01%
415
+313
398
$13K ﹤0.01%
+290
399
$13K ﹤0.01%
150
400
$13K ﹤0.01%
100
14 15
16
17 18