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
$112M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$559K
3
+$171K
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$159K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$132K

Top Sells

1
+$312K
2
+$286K
3
+$151K
4
IYR icon
iShares US Real Estate ETF
IYR
+$125K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$124K

Sector Composition

1 Consumer Staples 0.26%
2 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$205K 0.18%
5,242
+77
27
$200K 0.18%
2,365
28
$197K 0.18%
7,998
1
2