SI
Stephens Inc Portfolio holdings
AUM
$8.04B
1-Year Est. Return
19.36%
This Fund
S&P 500
1 Year Est. Return
+19.36%
AUM
$4.88B
AUM Growth
+$198M
(+4.2%)
Holding
1,264
Top Buys
| 1 | +$15.7M | |
| 2 | +$14.6M | |
| 3 | +$13.5M | |
| 4 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$13.5M |
| 5 |
Vanguard Health Care ETF
VHT
|
+$13.2M |
Top Sells
| 1 | +$26.4M | |
| 2 | +$14.4M | |
| 3 | +$12.9M | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$12M |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$9.64M |
Sector Composition
| 1 | Technology | 10.48% |
| 2 | Financials | 9.64% |
| 3 | Healthcare | 8.79% |
| 4 | Consumer Discretionary | 5.69% |
| 5 | Industrials | 5.64% |