SI

Stash Investments Portfolio holdings

AUM $232M
1-Year Est. Return 9.55%
This Quarter Est. Return
1 Year Est. Return
+9.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.22M
3
+$2.41M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$314K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$558B
$94.2M 40.51%
286,961
+7,332
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$157B
$41.9M 18.03%
480,071
+19,847
IUSB icon
3
iShares Core Total USD Bond Market ETF
IUSB
$33.5B
$40.6M 17.48%
870,082
+68,843
TFLO icon
4
iShares Treasury Floating Rate Bond ETF
TFLO
$6.61B
$40.4M 17.38%
798,367
+74,790
VWO icon
5
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$15.3M 6.59%
282,828
+5,796