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
451
$5K ﹤0.01%
+230
452
$5K ﹤0.01%
65
453
$5K ﹤0.01%
30
454
$5K ﹤0.01%
150
455
$5K ﹤0.01%
187
456
$5K ﹤0.01%
25
457
$5K ﹤0.01%
70
458
$5K ﹤0.01%
15
459
$5K ﹤0.01%
50
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$5K ﹤0.01%
175
461
$4K ﹤0.01%
+110
462
$4K ﹤0.01%
40
463
$4K ﹤0.01%
125
464
$4K ﹤0.01%
100
465
$4K ﹤0.01%
77
+1
466
$4K ﹤0.01%
150
467
$4K ﹤0.01%
155
-845
468
$4K ﹤0.01%
22
469
$4K ﹤0.01%
27
470
$4K ﹤0.01%
+89
471
$4K ﹤0.01%
2,500
472
$4K ﹤0.01%
345
473
$3K ﹤0.01%
75
474
$3K ﹤0.01%
59
475
$3K ﹤0.01%
+17
17 18
19
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