SFPIA

Stevens First Principles Investment Advisors Portfolio holdings

AUM $172M
1-Year Est. Return 9.66%
This Quarter Est. Return
1 Year Est. Return
+9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.21M
3
+$1.29M
4
DMND
DIAMOND FOODS, INC.
DMND
+$608K
5
EVER
Everbank Financial Corp
EVER
+$446K

Top Sells

1
+$2.42M
2
+$811K
3
+$339K
4
DD
Du Pont De Nemours E I
DD
+$296K
5
MRK icon
Merck
MRK
+$289K

Sector Composition

1 Industrials 13.92%
2 Consumer Staples 13.2%
3 Real Estate 12.12%
4 Energy 9.34%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
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