SS
Sound Stewardship Portfolio holdings
AUM
$194M
This Quarter Return
+3.59%
1 Year Return
+10.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+9.9%)
Cap. Flow
+$8.69M
Cap. Flow
% of AUM
5.85%
Top 10 Holdings %
Top 10 Hldgs %
46.09%
Holding
60
New
3
Increased
30
Reduced
23
Closed
–
Top Buys
| 1 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
$3.42M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$925K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$404K |
| 4 |
Inspire 100 ETF
BIBL
|
$347K |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
$333K |
Top Sells
Sector Composition
| 1 | Technology | 0.83% |
| 2 | Utilities | 0.8% |
| 3 | Industrials | 0.44% |
| 4 | Financials | 0.2% |
| 5 | Real Estate | 0.2% |
