SIA
Stegner Investment Associates Portfolio holdings
AUM
$163M
1-Year Est. Return
16.32%
1 Year Est. Return
+16.32%
AUM
$163M
AUM Growth
+$20.2M
(+14%)
Holding
27
Top Buys
| 1 | +$2.39M | |
| 2 | +$525K | |
| 3 | +$207K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$37.9K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$15.2K |
Top Sells
| 1 | +$524K | |
| 2 | +$396K | |
| 3 | +$198K | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$146K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$50.8K |
Sector Composition
| 1 | Technology | 0.33% |
| 2 | Consumer Discretionary | 0.33% |
| 3 | Financials | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
American Express
AXP
$248B
| $207K | 0.13% |
+650
|
|
||
27
iShares Russell 2000 Growth ETF
IWO
$13.4B
| – | – |
-1,549
|
|