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Stewardship Advisors Portfolio holdings
AUM
$435M
1-Year Est. Return
13.65%
This Fund
S&P 500
1 Year Est. Return
+13.65%
AUM
$370M
AUM Growth
+$9.4M
(+2.6%)
Holding
162
Top Buys
| 1 | +$8.71M | |
| 2 | +$7.31M | |
| 3 | +$5.16M | |
| 4 |
iShares ESG Advanced Universal USD Bond ETF
EUSB
|
+$4.51M |
| 5 |
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
|
+$4.23M |
Top Sells
| 1 | +$15.8M | |
| 2 | +$5.13M | |
| 3 | +$4.32M | |
| 4 |
PHYD
Putnam ESG High Yield ETF
PHYD
|
+$1.88M |
| 5 |
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
|
+$1.58M |
Sector Composition
| 1 | Technology | 1.24% |
| 2 | Financials | 1.2% |
| 3 | Communication Services | 0.48% |
| 4 | Consumer Discretionary | 0.48% |
| 5 | Utilities | 0.33% |