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
$169M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$3.74M
2 +$2.68M
3 +$1.73M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.37M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$670K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$68.3M 40.33%
241,335
+13,212
2
$30M 17.73%
637,352
+36,619
3
$30M 17.69%
384,028
+17,588
4
$29.8M 17.56%
588,126
+53,050
5
$11.3M 6.68%
236,653
+13,993