NGA
Naples Global Advisors Portfolio holdings
AUM
$1.28B
1-Year Est. Return
17.8%
1 Year Est. Return
+17.8%
AUM
$727M
AUM Growth
-$44M
(-5.7%)
Holding
383
Top Buys
| 1 | +$2.76M | |
| 2 | +$1.11M | |
| 3 | +$608K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$550K |
| 5 |
Amgen
AMGN
|
+$520K |
Top Sells
| 1 | +$2.18M | |
| 2 | +$2.05M | |
| 3 | +$1.41M | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$746K |
| 5 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$669K |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 9.2% |
| 4 | Consumer Staples | 7.21% |
| 5 | Industrials | 6.56% |