SFPIA

Stevens First Principles Investment Advisors Portfolio holdings

AUM $172M
1-Year Est. Return 9.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$6.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.12M
3
+$3.66M
4
CVS icon
CVS Health
CVS
+$3.4M
5
WRB icon
W.R. Berkley
WRB
+$2.43M

Top Sells

1
+$4.71M
2
+$4.28M
3
+$3.13M
4
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$2.35M
5
POM
PEPCO HOLDINGS, INC.
POM
+$1.98M

Sector Composition

1 Consumer Staples 16.25%
2 Industrials 14.59%
3 Healthcare 13.35%
4 Real Estate 12.9%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
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