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
$97.1M
AUM Growth
-$591K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$308K
2 +$230K
3 +$202K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$192K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$177K

Sector Composition

1 Consumer Staples 0.25%
2 Energy 0.21%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-10,830