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
$146M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 0.29%
2 Utilities 0.21%
3 Energy 0.17%
4 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$218K 0.15%
+3,870
27
$202K 0.14%
+9,516