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
$122M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$765K
2
+$706K
3
+$538K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$278K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$256K

Top Sells

1
+$413K
2
+$181K
3
+$109K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$96K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$41K

Sector Composition

1 Consumer Staples 0.25%
2 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$217K 0.18%
3,250
27
$214K 0.17%
2,365
28
$183K 0.15%
7,998
1
2