SFA
Stewardship Financial Advisors Portfolio holdings
AUM
$288M
1-Year Est. Return
47%
1 Year Est. Return
+47%
AUM
$288M
AUM Growth
+$14.2M
(+5.2%)
Holding
108
Top Buys
| 1 | +$2.7M | |
| 2 | +$1.52M | |
| 3 | +$1.08M | |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
+$998K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$615K |
Top Sells
| 1 | +$1.09M | |
| 2 | +$756K | |
| 3 | +$598K | |
| 4 |
Citigroup
C
|
+$560K |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
+$517K |
Sector Composition
| 1 | Technology | 2.96% |
| 2 | Consumer Staples | 2.52% |
| 3 | Communication Services | 2.29% |
| 4 | Healthcare | 2.11% |
| 5 | Industrials | 1.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
| – | – |
-564
|
|
||
102
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
| – | – |
-275
|
|
||
103
iShares Global Clean Energy ETF
ICLN
$1.91B
| – | – |
-64
|
|
||
104
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| – | – |
-400
|
|
||
105
iShares US Medical Devices ETF
IHI
$4.27B
| – | – |
-2,100
|
|
||
106
iShares S&P 500 Value ETF
IVE
$42.2B
| – | – |
-125
|
|
||
107
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
| – | – |
-220
|
|
||
108
iShares National Muni Bond ETF
MUB
$40.2B
| – | – |
-485
|
|