SIA
Stegner Investment Associates Portfolio holdings
AUM
$163M
This Quarter Return
+8.56%
1 Year Return
+16.32%
3 Year Return
+65.99%
5 Year Return
+97.55%
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.78%
Holding
20
New
20
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$36.8M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$19.5M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$13.3M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$4.79M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$4.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.46% |
