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
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$48.9M
2 +$22.3M
3 +$22M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$21.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.99M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$48.9M 39.79%
+206,318
2
$22.3M 18.1%
+483,384
3
$22M 17.87%
+435,488
4
$21.8M 17.75%
+310,362
5
$7.99M 6.49%
+194,306