SI
Stash Investments Portfolio holdings
AUM
$249M
1-Year Est. Return
13.21%
This Fund
S&P 500
1 Year Est. Return
+13.21%
AUM
$232M
AUM Growth
+$21.6M
(+10%)
Holding
5
Top Buys
| 1 | +$3.78M | |
| 2 | +$3.22M | |
| 3 | +$2.41M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.73M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$314K |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard Total Stock Market ETF
VTI
$580B
| $94.2M | 40.51% |
286,961
+7,332
|
|
||
|
2
iShares Core MSCI EAFE ETF
IEFA
$173B
| $41.9M | 18.03% |
480,071
+19,847
|
|
||
3
iShares Core Universal USD Bond ETF
IUSB
$35.1B
| $40.6M | 17.48% |
870,082
+68,843
|
|
||
4
iShares Treasury Floating Rate Bond ETF
TFLO
$6.4B
| $40.4M | 17.38% |
798,367
+74,790
|
|
||
|
5
Vanguard FTSE Emerging Markets ETF
VWO
$111B
| $15.3M | 6.59% |
282,828
+5,796
|
|