SA

Stewardship Advisors Portfolio holdings

AUM $395M
1-Year Est. Return 9.98%
This Quarter Est. Return
1 Year Est. Return
+9.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.28%
2 Technology 0.17%
3 Communication Services 0%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$174K 0.07%
11,022
-5,242
52
-4,473
53
-3,069
54
-5,146