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
476
$3K ﹤0.01%
9
477
$3K ﹤0.01%
100
+40
478
$3K ﹤0.01%
40
479
$3K ﹤0.01%
+750
480
$3K ﹤0.01%
43
481
$3K ﹤0.01%
48
482
$3K ﹤0.01%
100
-211
483
$3K ﹤0.01%
50
484
$3K ﹤0.01%
+2,350
485
$3K ﹤0.01%
+16
486
$2K ﹤0.01%
80
487
$2K ﹤0.01%
9
488
$2K ﹤0.01%
250
+225
489
$2K ﹤0.01%
3
490
$2K ﹤0.01%
+9
491
$2K ﹤0.01%
100
492
$2K ﹤0.01%
+10
493
$2K ﹤0.01%
3,250
494
$2K ﹤0.01%
+21
495
$2K ﹤0.01%
+13
496
$2K ﹤0.01%
+25
497
$2K ﹤0.01%
2
-2
498
$2K ﹤0.01%
100
499
$2K ﹤0.01%
+200
500
$2K ﹤0.01%
35
18 19
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