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
$157M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$1.38M
2 +$1.24M
3 +$818K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$366K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$363K

Sector Composition

1 Technology 0.33%
2 Consumer Staples 0.31%
3 Utilities 0.18%
4 Consumer Discretionary 0.16%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$241K 0.15%
+5,215
27
$238K 0.15%
2,365
28
$220K 0.14%
1,400
29
$219K 0.14%
+643