SS
Sound Stewardship Portfolio holdings
AUM
$194M
This Quarter Return
-2.63%
1 Year Return
+10.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$168M
AUM Growth
+$168M
(-5.5%)
Cap. Flow
+$8.6M
Cap. Flow
% of AUM
5.11%
Top 10 Holdings %
Top 10 Hldgs %
60.46%
Holding
66
New
6
Increased
32
Reduced
18
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.51% |
| 2 | Utilities | 0.65% |
| 3 | Industrials | 0.36% |
| 4 | Consumer Discretionary | 0.32% |
| 5 | Consumer Staples | 0.31% |
