SIAM

Sterling Investment Advisors (Missouri) Portfolio holdings

AUM $202M
1-Year Est. Return 11.17%
This Quarter Est. Return
1 Year Est. Return
+11.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.2M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$305K
2 +$220K
3 +$171K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$136K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$136K

Sector Composition

1 Consumer Staples 0.28%
2 Consumer Discretionary 0.28%
3 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$260K 0.26%
3,727
+14
27
$210K 0.21%
5,241
28
$148K 0.15%
6,459