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
$158M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$910K
2 +$542K
3 +$499K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$400K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$370K

Sector Composition

1 Consumer Staples 0.27%
2 Utilities 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$219K 0.14%
4,110
-100
27
$210K 0.13%
2,398
-56