SGAM
Stephens Group Asset Management Portfolio holdings
AUM
$1.57B
1-Year Est. Return
12.26%
This Fund
S&P 500
1 Year Est. Return
+12.26%
AUM
$1.5B
AUM Growth
+$13.8M
(+0.93%)
Holding
26
Top Buys
| 1 | +$2.01M | |
| 2 | +$1.36M | |
| 3 | +$956K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$717K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$560K |
Top Sells
| 1 | +$461K | |
| 2 | +$215K | |
| 3 | +$98.3K | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$46.8K |
| 5 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$23.4K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.6B
| $300K | 0.02% |
3,587
|
|