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
$144M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.15M
2 +$1.53M
3 +$962K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$778K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$768K

Sector Composition

1 Technology 1.57%
2 Financials 1.1%
3 Consumer Discretionary 0.76%
4 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,454