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
$126M
AUM Growth
+$471K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$214K
3
+$156K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$90.1K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$87.3K

Top Sells

1
+$115K
2
+$84.2K
3
+$83.9K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$82.3K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$65.5K

Sector Composition

1 Consumer Staples 0.3%
2 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$223K 0.18%
2,365
27
$223K 0.18%
7,896
-45
28
$211K 0.17%
5,172
1
2