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
$110M
AUM Growth
+$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$191K 0.17%
7,998