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
$125M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$300K
2
+$240K
3
+$120K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$95.9K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$95.9K

Top Sells

1
+$114K
2
+$82.7K
3
+$73.8K
4
IYR icon
iShares US Real Estate ETF
IYR
+$63.7K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$47.7K

Sector Composition

1 Consumer Staples 0.28%
2 Utilities 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$223K 0.18%
2,365
27
$222K 0.18%
5,172
+38
28
$214K 0.17%
7,941
-57
1
2