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
$152M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$61M 40.24%
228,123
+10,834
2
$27.2M 17.91%
600,733
+52,166
3
$27.1M 17.87%
535,076
+46,343
4
$26.6M 17.55%
366,440
+34,507
5
$9.74M 6.42%
222,660
+9,525