SIA

Stegner Investment Associates Portfolio holdings

AUM $163M
1-Year Est. Return 16.32%
This Quarter Est. Return
1 Year Est. Return
+16.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$773K
2 +$275K
3 +$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$174K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$64.2K

Top Sells

1 +$1.26M
2 +$968K
3 +$46.7K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$19.3K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$18.9K

Sector Composition

1 Technology 0.44%
2 Consumer Discretionary 0.37%
3 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$244K 0.16%
+595
27
$214K 0.14%
2,398
-10