SAM
Stone Asset Management Portfolio holdings
AUM
$62.6M
This Quarter Return
+6.55%
1 Year Return
-8.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$62.6M
AUM Growth
+$62.6M
(-61%)
Cap. Flow
-$108M
Cap. Flow
% of AUM
-172.51%
Top 10 Holdings %
Top 10 Hldgs %
73.84%
Holding
43
New
–
Increased
1
Reduced
33
Closed
8
Top Buys
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$1.47K |
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
$14.8M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$13.8M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$9.88M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$9.44M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$6.26M |
Sector Composition
| 1 | Technology | 0.96% |
| 2 | Consumer Discretionary | 0.49% |
| 3 | Communication Services | 0% |
| 4 | Consumer Staples | 0% |
| 5 | Financials | 0% |
