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NNP

Nachman Norwood & Parrott Portfolio holdings

AUM $984M
1-Year Est. Return 33.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$743M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,195
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$11.3M
3
+$9.07M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$8.27M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$7.33M

Top Sells

1
+$9.75M
2
+$681K
3
+$555K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$431K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$406K

Sector Composition

1 Consumer Staples 10.61%
2 Technology 6%
3 Healthcare 5.31%
4 Financials 4.39%
5 Consumer Discretionary 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1K ﹤0.01%
+87
1152
$1K ﹤0.01%
+64
1153
$1K ﹤0.01%
+49
1154
$1K ﹤0.01%
+41
1155
$1K ﹤0.01%
+7
1156
$1K ﹤0.01%
+73
1157
$1K ﹤0.01%
+136
1158
$1K ﹤0.01%
+120
1159
$1K ﹤0.01%
+14
1160
$1K ﹤0.01%
+5
1161
$1K ﹤0.01%
+52
1162
$1K ﹤0.01%
+19
1163
$1K ﹤0.01%
+50
1164
$1K ﹤0.01%
+6
1165
$1K ﹤0.01%
+100
1166
$1K ﹤0.01%
+13
1167
$1K ﹤0.01%
+5
1168
$1K ﹤0.01%
+290
1169
$1K ﹤0.01%
+100
1170
$1K ﹤0.01%
+133
1171
$1K ﹤0.01%
+120
1172
$1K ﹤0.01%
+16
1173
$1K ﹤0.01%
+17
1174
$1K ﹤0.01%
+75
1175
$1K ﹤0.01%
+77
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