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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
+5.45%
1 Year Est. Return
+17.59%
3 Year Est. Return
+48.28%
5 Year Est. Return
+41.9%
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$93.8M
(+6.7%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
79.3%
Holding
32
New
–
Increased
12
Reduced
10
Closed
6
Top Buys
| 1 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$19.5M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
+$18.8M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
+$12.4M |
| 4 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$9.36M |
| 5 |
Vanguard Value ETF
VTV
|
+$6.8M |
Top Sells
| 1 |
Vanguard Mid-Cap Value ETF
VOE
|
+$16M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
+$15.4M |
| 3 |
Vanguard Growth ETF
VUG
|
+$11.1M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$10.1M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$7.86M |
Sector Composition
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