SFA
Stewardship Financial Advisors Portfolio holdings
AUM
$288M
This Quarter Return
+4.78%
1 Year Return
+47%
3 Year Return
+39.12%
5 Year Return
+70.65%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+0.37%)
Cap. Flow
+$471K
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
73.64%
Holding
46
New
4
Increased
13
Reduced
23
Closed
2
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.26M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$6.42M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.67M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$2.33M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.39M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 5.91% |
| 2 | Technology | 2.52% |
| 3 | Communication Services | 2.41% |
| 4 | Financials | 2.41% |
| 5 | Healthcare | 2.21% |
