AHSW

Adventist Health System West Portfolio holdings

AUM $614M
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$155M
2 +$51.6M
3 +$43M
4
BND icon
Vanguard Total Bond Market
BND
+$3.05M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$155M 61.41%
+1,217,520
2
$51.6M 20.39%
+937,960
3
$43M 16.99%
+911,890
4
$3.05M 1.21%
+38,500