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
$151M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$698K
3
+$434K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$350K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$315K

Top Sells

1
+$234K
2
+$171K
3
+$164K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$125K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$115K

Sector Composition

1 Consumer Staples 0.3%
2 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$207K 0.14%
+2,365
27
$202K 0.13%
+15,467
1
2