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 09/30/16. The fund's latest filing disclosed 98MM in positions, representing 84% of the manager's regulatory AUM.

STERLING INVESTMENT StockAlpha

-4.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

STERLING INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IEFA 15.87% ETF -4.3% -0.93% 0 4%
IVV 13.22% ETF 1.54% -0% 0 9%
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FEATURED IN
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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

STERLING INVESTMENT Contact Information

Phone Number: 417-777-7677
Fax Number: 417-777-8958
Website:

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