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
+$236K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$319K
3
+$242K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$172K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$168K

Top Sells

1
+$295K
2
+$281K
3
+$144K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$54.4K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$54.1K

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%
7,998
27
$204K 0.17%
3,250
28
$200K 0.17%
2,365
1
2