SIA

Stegner Investment Associates Portfolio holdings

AUM $188M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$822K
2 +$564K
3 +$45.7K
4
BND icon
Vanguard Total Bond Market
BND
+$16.5K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.53K

Sector Composition

1 Technology 0.41%
2 Consumer Discretionary 0.39%
3 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$221K 0.15%
595
27
-2,398