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
351
$9.86K ﹤0.01%
+130
352
$9.83K ﹤0.01%
174
353
$9.8K ﹤0.01%
240
354
$9.78K ﹤0.01%
112
-13
355
$9.7K ﹤0.01%
75
356
$9.6K ﹤0.01%
+229
357
$9.55K ﹤0.01%
127
358
$9.42K ﹤0.01%
37
359
$9.29K ﹤0.01%
36
360
$9.27K ﹤0.01%
33
361
$9.04K ﹤0.01%
150
362
$8.99K ﹤0.01%
+324
363
$8.88K ﹤0.01%
35
364
$8.87K ﹤0.01%
37
365
$8.48K ﹤0.01%
100
366
$8.47K ﹤0.01%
112
-388
367
$8.01K ﹤0.01%
29
+7
368
$7.99K ﹤0.01%
300
369
$7.98K ﹤0.01%
+350
370
$7.98K ﹤0.01%
14
371
$7.97K ﹤0.01%
313
372
$7.89K ﹤0.01%
314
373
$7.89K ﹤0.01%
+316
374
$7.88K ﹤0.01%
313
375
$7.86K ﹤0.01%
+100