SI
Stash Investments Portfolio holdings
AUM
$258M
1-Year Est. Return
11.53%
This Fund
S&P 500
1 Year Est. Return
+11.53%
AUM
$258M
AUM Growth
+$8.43M
(+3.4%)
Holding
5
Top Buys
| 1 | +$7.47M | |
| 2 | +$2.03M | |
| 3 | +$1.79M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.01M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$402K |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard Total Stock Market ETF
VTI
$634B
| $103M | 39.99% |
321,432
+22,255
|
|
||
|
2
iShares Core MSCI EAFE ETF
IEFA
$184B
| $46.4M | 17.99% |
512,609
+10,849
|
|
||
3
iShares Treasury Floating Rate Bond ETF
TFLO
$6.69B
| $45.9M | 17.81% |
906,988
+35,331
|
|
||
4
iShares Core Universal USD Bond ETF
IUSB
$36.6B
| $45.7M | 17.71% |
988,610
+43,523
|
|
||
|
5
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| $16.8M | 6.51% |
310,428
+7,182
|
|