SS

Sound Stewardship Portfolio holdings

AUM $208M
1-Year Est. Return 10.25%
This Quarter Est. Return
1 Year Est. Return
+10.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Utilities 0.93%
2 Technology 0.77%
3 Industrials 0.47%
4 Real Estate 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$274K 0.2%
+4,182
52
$273K 0.2%
+778
53
$269K 0.2%
+7,645
54
$266K 0.2%
+4,226
55
$237K 0.18%
+6,284
56
$237K 0.18%
+15,747
57
$217K 0.16%
+8,519