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
$121M
AUM Growth
+$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$606K
2 +$237K
3 +$121K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$102K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$93.6K

Sector Composition

1 Consumer Staples 0.29%
2 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$216K 0.18%
3,250
27
$213K 0.18%
2,365
28
$200K 0.17%
7,998