SC

Stephens Consulting Portfolio holdings

AUM $309M
1-Year Est. Return 14.36%
This Quarter Est. Return
1 Year Est. Return
+14.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$919K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$2.46M
3
+$990K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$748K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$623K

Top Sells

1
+$704K
2
+$546K
3
+$534K
4
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$258K
5
INGR icon
Ingredion
INGR
+$220K

Sector Composition

1 Financials 5.51%
2 Consumer Staples 5.05%
3 Technology 4.01%
4 Healthcare 3.25%
5 Industrials 2.15%
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