SC
Stephens Consulting Portfolio holdings
AUM
$309M
1-Year Est. Return
14.36%
1 Year Est. Return
+14.36%
AUM
$166M
AUM Growth
+$15.3M
(+10%)
Holding
539
Top Buys
| 1 | +$2.47M | |
| 2 | +$1.54M | |
| 3 | +$1.43M | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.11M |
| 5 |
Freedom 100 Emerging Markets ETF
FRDM
|
+$873K |
Top Sells
| 1 | +$523K | |
| 2 | +$391K | |
| 3 | +$391K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$279K |
| 5 |
Caterpillar
CAT
|
+$240K |
Sector Composition
| 1 | Financials | 4.61% |
| 2 | Consumer Staples | 3.6% |
| 3 | Technology | 3.57% |
| 4 | Healthcare | 2.11% |
| 5 | Industrials | 1.53% |