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
551
-87
552
-62
553
-697