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
$165M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$989K
2 +$836K
3 +$580K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$337K
5
IAU icon
iShares Gold Trust
IAU
+$248K

Sector Composition

1 Financials 0.29%
2 Consumer Staples 0.27%
3 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$228K 0.14%
2,365
27
$227K 0.14%
4,121
+11
28
-7,638