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SGAM
Stephens Group Asset Management Portfolio holdings
AUM
$1.77B
1-Year Est. Return
17.59%
This Fund
S&P 500
This Quarter
Est. Return
-1.52%
1 Year Est. Return
+17.59%
3 Year Est. Return
+48.28%
5 Year Est. Return
+41.9%
10 Year Est. Return
–
AUM
$442M
AUM Growth
+$122M
(+38%)
Cap. Flow
+$131M
Cap. Flow
% of AUM
29.6%
Top 10 Holdings %
Top 10 Hldgs %
99.8%
Holding
15
New
3
Increased
9
Reduced
3
Closed
–
Top Buys
| 1 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$37.2M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$33.4M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
+$30.2M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$21.7M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$10.1M |
Top Sells
| 1 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$11.8M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$2.3M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
+$26.3K |
Sector Composition
| 1 | Real Estate | 0.06% |
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