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
$94.2M
AUM Growth
-$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$14.1K
2 +$3.04K
3 +$2.94K
4
JKHY icon
Jack Henry & Associates
JKHY
+$906

Sector Composition

1 Consumer Discretionary 0.32%
2 Consumer Staples 0.26%
3 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$239K 0.25%
5,703
-1,630
27
$208K 0.22%
5,241
28
$146K 0.15%
6,459