SCM

Stevens Capital Management Portfolio holdings

AUM $284M
1-Year Est. Return 29.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.29M
3
+$3.43M
4
META icon
Meta Platforms (Facebook)
META
+$3.23M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$3.16M

Top Sells

1
+$20.1M
2
+$17.1M
3
+$12.6M
4
AAPL icon
Apple
AAPL
+$10.6M
5
ARKK icon
ARK Innovation ETF
ARKK
+$10.5M

Sector Composition

1 Financials 18.34%
2 Healthcare 10.76%
3 Industrials 9.51%
4 Energy 4.4%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
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