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
$155M
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$798K
3 +$594K
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$300K
5
NVDA icon
NVIDIA
NVDA
+$249K

Top Sells

1 +$1.76M
2 +$273K
3 +$202K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$156K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$113K

Sector Composition

1 Consumer Staples 0.29%
2 Utilities 0.2%
3 Technology 0.16%
4 Energy 0.15%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$224K 0.15%
+2,418
27
$219K 0.14%
3,870
28
-9,516
29
-10,585