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
$212M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$5.64M
2 +$1.88M
3 +$1.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$536K
5
HD icon
Home Depot
HD
+$352K

Top Sells

1 +$5.24M
2 +$2.46M
3 +$1.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$321K

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