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
$187M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$6.55M
2 +$1.76M
3 +$1.45M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$395K

Top Sells

1 +$331K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$73.6M 39.4%
267,666
+23,817
2
$33.9M 18.18%
736,660
+31,547
3
$33.6M 17.98%
662,877
+34,733
4
$33.6M 17.98%
443,878
-4,382
5
$12.1M 6.46%
266,503
+8,729