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
$196M
AUM Growth
-$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$6.97M
3
+$6.71M
4
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$3.51M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$148K

Top Sells

1
+$14.7M
2
+$7.02M
3
+$5.46M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$5.39M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.57M

Sector Composition

1 Consumer Staples 3.36%
2 Technology 3.25%
3 Healthcare 2.35%
4 Communication Services 2.25%
5 Financials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
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