SA

Stewardship Advisors Portfolio holdings

AUM $433M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$9.05M
2 +$8.35M
3 +$7.58M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$5.44M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.97M

Sector Composition

1 Consumer Staples 0.26%
2 Communication Services 0.19%
3 Technology 0.13%
4 Financials 0.12%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-75,535