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
$238M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$5.29M
2 +$1.86M
3 +$1.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.21M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$703K

Sector Composition

1 Technology 0.36%
2 Financials 0.2%
3 Real Estate 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,030