SC
Stephens Consulting Portfolio holdings
AUM
$309M
1-Year Est. Return
14.36%
1 Year Est. Return
+14.36%
AUM
$351M
AUM Growth
+$24.9M
(+7.6%)
Holding
665
Top Buys
| 1 | +$9.31M | |
| 2 | +$3.46M | |
| 3 | +$3.06M | |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$2.5M |
| 5 |
T. Rowe Price Small-Mid Cap ETF
TMSL
|
+$2.45M |
Top Sells
| 1 | +$2.7M | |
| 2 | +$2.46M | |
| 3 | +$611K | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$356K |
| 5 |
Advanced Micro Devices
AMD
|
+$324K |
Sector Composition
| 1 | Financials | 4.4% |
| 2 | Technology | 3.47% |
| 3 | Consumer Staples | 1.42% |
| 4 | Healthcare | 1.07% |
| 5 | Consumer Discretionary | 0.66% |