SI
Stash Investments Portfolio holdings
AUM
$249M
1-Year Est. Return
13.21%
This Fund
S&P 500
1 Year Est. Return
+13.21%
AUM
$249M
AUM Growth
+$17M
(+7.3%)
Holding
5
Top Buys
| 1 | +$4.1M | |
| 2 | +$3.7M | |
| 3 | +$3.49M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.94M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.1M |
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
$578B
| $100M | 40.21% |
299,177
+12,216
|
|
||
|
2
iShares Core MSCI EAFE ETF
IEFA
$175B
| $44.9M | 17.99% |
501,760
+21,689
|
|
||
3
iShares Core Universal USD Bond ETF
IUSB
$35B
| $44M | 17.63% |
945,087
+75,005
|
|
||
4
iShares Treasury Floating Rate Bond ETF
TFLO
$6.39B
| $44M | 17.63% |
871,657
+73,290
|
|
||
|
5
Vanguard FTSE Emerging Markets ETF
VWO
$112B
| $16.3M | 6.54% |
303,246
+20,418
|
|