NJIM

Nabity-Jensen Investment Management Portfolio holdings

AUM $148M
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1 +$606K
2 +$275K
3 +$265K
4
VUG icon
Vanguard Growth ETF
VUG
+$161K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$153K

Top Sells

1 +$686K
2 +$458K
3 +$266K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$265K
5
CAT icon
Caterpillar
CAT
+$173K

Sector Composition

1 Technology 11.58%
2 Financials 5.51%
3 Industrials 3.42%
4 Communication Services 2.96%
5 Healthcare 2.73%