NMM
Naples Money Management Portfolio holdings
AUM
$118M
1-Year Return
54.66%
This Quarter Return
+9.2%
1 Year Return
+54.66%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$861K
(+0.73%)
Cap. Flow
-$5.36M
Cap. Flow
% of AUM
-4.54%
Top 10 Holdings %
Top 10 Hldgs %
52.32%
Holding
448
New
54
Increased
44
Reduced
80
Closed
72
Top Buys
| 1 |
L3Harris
LHX
|
$3.04M |
| 2 |
Royal Caribbean
RCL
|
$2.61M |
| 3 |
Nike
NKE
|
$2.51M |
| 4 |
Pultegroup
PHM
|
$2.45M |
| 5 |
Generac Holdings
GNRC
|
$2.29M |
Top Sells
| 1 |
Stryker
SYK
|
$4.34M |
| 2 |
Amazon
AMZN
|
$3.05M |
| 3 |
Timken Company
TKR
|
$2.95M |
| 4 |
Tractor Supply
TSCO
|
$2.79M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.37M |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Industrials | 11.61% |
| 3 | Communication Services | 11.16% |
| 4 | Financials | 9.81% |
| 5 | Consumer Discretionary | 7.75% |
