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
426
$8K ﹤0.01%
32
-1
427
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+67
428
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100
429
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+1
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50
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50
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+700
436
$7K ﹤0.01%
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$7K ﹤0.01%
200
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$6K ﹤0.01%
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$6K ﹤0.01%
75
440
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125
441
$6K ﹤0.01%
89
442
$6K ﹤0.01%
1,000
443
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500
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+120
445
$6K ﹤0.01%
75
446
$5K ﹤0.01%
70
447
$5K ﹤0.01%
15
448
$5K ﹤0.01%
50
449
$5K ﹤0.01%
175
450
$5K ﹤0.01%
133
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