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
$177M
AUM Growth
+$7.67M
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
$70.7M 39.9%
243,849
+2,514
2
$31.9M 18%
705,113
+67,761
3
$31.7M 17.9%
628,144
+40,018
4
$31.5M 17.79%
448,260
+64,232
5
$11.4M 6.41%
257,774
+21,121