SFA

Stewardship Financial Advisors Portfolio holdings

AUM $288M
1-Year Est. Return 47%
This Quarter Est. Return
1 Year Est. Return
+47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.95M
3
+$4.61M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.19M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.05M

Top Sells

1
+$9.76M
2
+$3.77M
3
+$3.77M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.42M
5
IBM icon
IBM
IBM
+$1.69M

Sector Composition

1 Consumer Staples 5.73%
2 Financials 2.41%
3 Technology 1.85%
4 Energy 1.26%
5 Communication Services 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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52
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53
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54
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55
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56
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-29,599
57
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-6,269
58
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-7,644
59
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-7,411
60
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-9,112
61
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-31,128
1 2
3