SC

Stephens Consulting Portfolio holdings

AUM $290M
1-Year Est. Return 12.53%
This Quarter Est. Return
1 Year Est. Return
+12.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Sells

1 +$8.33M
2 +$1.97M
3 +$302K
4
BABA icon
Alibaba
BABA
+$254K
5
GLD icon
SPDR Gold Trust
GLD
+$194K

Sector Composition

1 Financials 4.49%
2 Technology 3.02%
3 Consumer Staples 1.21%
4 Healthcare 0.87%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$30K 0.01%
180
+37
227
$29.9K 0.01%
3,178
228
$29.6K 0.01%
193
-27
229
$29.4K 0.01%
782
+343
230
$28.7K 0.01%
333
231
$28.5K 0.01%
+364
232
$28.5K 0.01%
690
233
$28.2K 0.01%
586
234
$28.1K 0.01%
223
235
$27.9K 0.01%
295
236
$27.8K 0.01%
244
+111
237
$27.6K 0.01%
121
238
$27.5K 0.01%
344
+204
239
$27.1K 0.01%
481
240
$26.9K 0.01%
51
241
$26.6K 0.01%
348
+100
242
$26.6K 0.01%
150
243
$26.4K 0.01%
323
+123
244
$26.1K 0.01%
957
245
$26K 0.01%
490
+189
246
$25.8K 0.01%
+45
247
$25.5K 0.01%
49
248
$25.3K 0.01%
181
249
$25.2K 0.01%
237
250
$24.9K 0.01%
+201