STERLING INVESTMENT Overview
Sterling Investment Advisors Llc is an investment advisor that manages 116.6 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 131MM in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 131MM in positions, representing 112% of the manager's regulatory AUM.
STERLING INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STERLING INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IEFA | 18.4% | ETF | 17.81% | 1.21% | 0 | 6% | ||
| IVV | 15.33% | ETF | 12.71% | -0.03% | 0 | 10% | ||
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FEATURED IN
STERLING INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James G. Jones | Managing Member | January-1996 |
| John A. Jones | Chief Compliance Officer | October-2004 |
STERLING INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STERLING INVESTMENT Investment Strategy
STERLING INVESTMENT Portfolio Concentration
STERLING INVESTMENT Location
2095 S. BOSTON PLACE
BOLIVAR, Missouri
UNITED STATES, 65613
BOLIVAR, Missouri
UNITED STATES, 65613
STERLING INVESTMENT Contact Information
Phone Number: 417-777-7677
Fax Number: 417-777-8958
Website: http://www.investwithsterling.com
Fax Number: 417-777-8958
Website: http://www.investwithsterling.com
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