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
$118M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$809K
2 +$777K
3 +$404K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$315K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$302K

Top Sells

1 +$206K
2 +$161K
3 +$122K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$69.8K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$64.8K

Sector Composition

1 Consumer Staples 0.24%
2 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$204K 0.17%
+3,250
27
$203K 0.17%
+2,365
28
$197K 0.17%
7,998