SFA
Stewardship Financial Advisors Portfolio holdings
AUM
$288M
This Quarter Return
+3.96%
1 Year Return
+47%
3 Year Return
+39.12%
5 Year Return
+70.65%
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.5%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$10.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.76M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.54M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.41M |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$5.06M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 10.39% |
| 2 | Financials | 6.1% |
| 3 | Technology | 5.4% |
| 4 | Energy | 3.62% |
| 5 | Healthcare | 2.77% |
