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
$117M
AUM Growth
-$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$673K
3
+$293K
4
AMZN icon
Amazon
AMZN
+$210K
5
ADM icon
Archer Daniels Midland
ADM
+$210K

Top Sells

1
+$5.29M
2
+$2.47M
3
+$1.74M
4
DMND
DIAMOND FOODS, INC.
DMND
+$898K
5
POT
Potash Corp Of Saskatchewan
POT
+$823K

Sector Composition

1 Consumer Staples 16.78%
2 Industrials 15.83%
3 Real Estate 13.52%
4 Financials 10.63%
5 Technology 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
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