SCP

Stevens Capital Partners Portfolio holdings

AUM $335M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$1.58M
3 +$1.26M
4
VUG icon
Vanguard Growth ETF
VUG
+$837K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$652K

Sector Composition

1 Technology 1.42%
2 Financials 1.05%
3 Consumer Discretionary 0.52%
4 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0