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
$140M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$2.97M
2 +$2.85M
3 +$2.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$786K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$56.5M 40.4%
217,289
+10,971
2
$25M 17.89%
548,567
+65,183
3
$24.8M 17.72%
488,733
+53,245
4
$24.6M 17.62%
331,933
+21,571
5
$8.9M 6.37%
213,135
+18,829