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
$295M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.39%
2 Technology 3.14%
3 Consumer Staples 1.95%
4 Healthcare 1.17%
5 Consumer Discretionary 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$19.2K 0.01%
500
-8
252
$19.2K 0.01%
228
253
$18.9K 0.01%
2,082
254
$18.3K 0.01%
340
255
$18.2K 0.01%
301
256
$18.1K 0.01%
248
257
$18.1K 0.01%
1,000
258
$18.1K 0.01%
697
259
$17.8K 0.01%
2,000
260
$17.7K 0.01%
133
261
$17.7K 0.01%
120
262
$17.5K 0.01%
355
263
$17.4K 0.01%
100
264
$17.4K 0.01%
75
-10
265
$17.3K 0.01%
295
266
$17.1K 0.01%
294
267
$17.1K 0.01%
46
268
$17.1K 0.01%
146
269
$16.9K 0.01%
328
270
$16.9K 0.01%
33
271
$16.7K 0.01%
75
272
$16.4K 0.01%
30
273
$16.1K 0.01%
210
274
$15.9K 0.01%
67
275
$15.8K 0.01%
439