SFA

Stewardship Financial Advisors Portfolio holdings

AUM $288M
1-Year Est. Return 47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$1.85M
3
+$1.63M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$523K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$348K

Top Sells

1
+$5.28M
2
+$2.43M
3
+$1.47M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$323K

Sector Composition

1 Consumer Staples 3.03%
2 Technology 2.64%
3 Financials 2.56%
4 Healthcare 2.14%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
+34
1 2 3
4