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
401
$13K ﹤0.01%
294
402
$12K ﹤0.01%
275
403
$12K ﹤0.01%
4,000
404
$12K ﹤0.01%
86
405
$12K ﹤0.01%
300
406
$12K ﹤0.01%
125
407
$12K ﹤0.01%
355
408
$11K ﹤0.01%
+500
409
$11K ﹤0.01%
244
410
$11K ﹤0.01%
85
411
$11K ﹤0.01%
300
412
$10K ﹤0.01%
65
413
$10K ﹤0.01%
16
+8
414
$10K ﹤0.01%
80
415
$10K ﹤0.01%
+35
416
$10K ﹤0.01%
200
-26
417
$10K ﹤0.01%
31
+6
418
$10K ﹤0.01%
1,000
419
$10K ﹤0.01%
18
420
$10K ﹤0.01%
500
421
$9K ﹤0.01%
135
422
$9K ﹤0.01%
37
423
$9K ﹤0.01%
400
424
$9K ﹤0.01%
25
425
$9K ﹤0.01%
516
15 16
17
18 19